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J P Morgan Exchange-traded F shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge Financial Group 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 Stonebridge Financial Group 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 Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 123k 57.10
2025-06-30 $6.7M 118k 56.85
2025-03-31 $9.8M 171k 57.14
2024-12-31 $13M 226k 57.53