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
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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
Download as csvQuarterly 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 |
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