J P Morgan Exchange-traded F shares owned by Milestone Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Milestone Group
from 13F filings
Historical chart of Milestone Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Milestone Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 36k | 57.10 |
| 2025-06-30 | $1.5M | 27k | 56.85 |
| 2025-03-31 | $1.6M | 29k | 57.14 |
| 2024-12-31 | $1.3M | 23k | 57.92 |
| 2024-09-30 | $1.5M | 26k | 59.51 |
| 2024-06-30 | $1.4M | 24k | 56.68 |
| 2024-03-31 | $832k | 14k | 57.86 |
| 2023-12-31 | $42k | 750 | 55.41 |
| 2023-09-30 | $8.0k | 150 | 53.56 |
| 2023-03-31 | $14k | 250 | 54.60 |