J P Morgan Exchange-traded F shares owned by StoneCrest Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by StoneCrest Wealth Management
from 13F filings
Historical chart of StoneCrest Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by StoneCrest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 74k | 57.10 |
| 2025-06-30 | $4.1M | 72k | 56.85 |
| 2025-03-31 | $4.0M | 70k | 57.14 |
| 2024-12-31 | $3.9M | 68k | 57.53 |
| 2024-09-30 | $3.8M | 64k | 59.51 |
| 2024-06-30 | $3.5M | 62k | 56.68 |
| 2024-03-31 | $4.0M | 68k | 57.86 |
| 2023-12-31 | $3.5M | 64k | 54.98 |
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