J P Morgan Exchange-traded F shares owned by Spahn Wealth & Retirement
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Spahn Wealth & Retirement
from 13F filings
Historical chart of Spahn Wealth & Retirement investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Spahn Wealth & Retirement consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Spahn Wealth & Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 11k | 57.10 |
| 2025-06-30 | $641k | 11k | 56.85 |
| 2025-03-31 | $644k | 11k | 57.14 |
| 2024-12-31 | $679k | 12k | 57.53 |