J P Morgan Exchange-traded F shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Tempus Wealth 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 20k | 57.10 |
| 2025-06-30 | $1.1M | 19k | 56.85 |
| 2025-03-31 | $1.1M | 19k | 57.14 |
| 2024-12-31 | $580k | 10k | 57.53 |
| 2024-03-31 | $433k | 7.5k | 57.86 |
| 2023-12-31 | $438k | 8.0k | 54.98 |