J P Morgan Exchange-traded F shares owned by TAGStone Capital
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by TAGStone Capital
from 13F filings
Historical chart of TAGStone Capital investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 7.2k | 57.10 |
| 2025-06-30 | $401k | 7.1k | 56.06 |
| 2025-03-31 | $367k | 6.4k | 57.12 |
| 2024-12-31 | $366k | 6.3k | 57.99 |
| 2024-09-30 | $368k | 6.2k | 59.47 |
| 2024-06-30 | $344k | 6.1k | 56.60 |
| 2024-03-31 | $345k | 6.0k | 57.81 |
| 2023-12-31 | $325k | 5.9k | 55.46 |
| 2023-09-30 | $307k | 5.7k | 53.48 |
| 2023-06-30 | $312k | 5.6k | 55.34 |
| 2023-03-31 | $301k | 5.5k | 54.61 |