J P Morgan Exchange-traded F shares owned by SMART Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 107k | 57.10 |
| 2025-06-30 | $8.5M | 149k | 56.85 |
| 2025-03-31 | $7.1M | 125k | 57.14 |
| 2024-12-31 | $6.2M | 108k | 57.53 |
| 2024-09-30 | $5.1M | 86k | 59.51 |
| 2024-06-30 | $4.3M | 76k | 56.68 |
| 2024-03-31 | $3.4M | 59k | 57.86 |
| 2023-12-31 | $255k | 4.6k | 54.98 |