J P Morgan Exchange-traded F shares owned by Sterling Investment Counsel
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sterling Investment Counsel
from 13F filings
Historical chart of Sterling Investment Counsel investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Sterling Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Sterling Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 468k | 57.10 |
| 2025-06-30 | $12M | 213k | 56.85 |
| 2025-03-31 | $24M | 414k | 57.14 |
| 2024-12-31 | $11M | 184k | 57.53 |
| 2024-09-30 | $21M | 351k | 59.51 |
| 2024-06-30 | $19M | 336k | 56.68 |
| 2024-03-31 | $284k | 4.9k | 57.86 |
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