J P Morgan Exchange-traded F shares owned by Simplicity Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 40k | 57.10 |
| 2025-06-30 | $1.6M | 28k | 56.85 |
| 2025-03-31 | $1.7M | 29k | 57.14 |
| 2024-12-31 | $816k | 14k | 57.53 |
| 2024-09-30 | $895k | 15k | 59.51 |
| 2024-06-30 | $4.5M | 79k | 56.68 |
| 2024-03-31 | $4.3M | 75k | 57.86 |