J P Morgan Exchange-traded F shares owned by SkyOak Wealt
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 66k | 57.10 |
| 2025-06-30 | $3.3M | 58k | 56.85 |
| 2025-03-31 | $3.2M | 56k | 57.14 |
| 2024-12-31 | $2.9M | 50k | 57.53 |
| 2024-09-30 | $2.4M | 41k | 59.51 |
| 2024-06-30 | $1.9M | 34k | 56.68 |
| 2024-03-31 | $1.9M | 33k | 57.86 |
| 2023-12-31 | $1.6M | 29k | 54.98 |
| 2023-09-30 | $762k | 14k | 53.56 |
| 2023-06-30 | $720k | 13k | 55.33 |
| 2023-03-31 | $558k | 10k | 54.60 |
| 2022-12-31 | $253k | 4.6k | 54.49 |
| 2022-09-30 | $231k | 4.5k | 51.33 |