J P Morgan Exchange-traded F shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 4.8k | 57.10 |
| 2025-06-30 | $273k | 4.8k | 56.85 |
| 2025-03-31 | $280k | 4.9k | 57.14 |
| 2024-12-31 | $271k | 4.7k | 57.53 |
| 2024-09-30 | $231k | 3.9k | 59.51 |
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