J P Morgan Exchange-traded F shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 129k | 57.10 |
| 2025-06-30 | $6.8M | 119k | 56.85 |
| 2024-12-31 | $5.6M | 94k | 59.28 |
| 2024-09-30 | $5.1M | 85k | 59.51 |
| 2024-06-30 | $4.5M | 80k | 56.68 |
| 2024-03-31 | $4.5M | 78k | 57.86 |
| 2023-12-31 | $4.3M | 77k | 54.98 |
| 2023-09-30 | $4.1M | 77k | 53.56 |
| 2023-06-30 | $3.2M | 58k | 55.33 |
| 2023-03-31 | $2.2M | 41k | 54.60 |
| 2022-12-31 | $840k | 15k | 54.49 |