J P Morgan Exchange-traded F shares owned by Retirement Planning Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 79k | 57.10 |
| 2025-06-30 | $3.4M | 60k | 56.85 |
| 2025-03-31 | $3.0M | 53k | 57.14 |
| 2024-12-31 | $3.1M | 54k | 57.53 |
| 2024-09-30 | $2.8M | 47k | 59.51 |
| 2024-06-30 | $2.6M | 46k | 56.68 |
| 2024-03-31 | $645k | 11k | 57.86 |
| 2023-12-31 | $579k | 11k | 54.98 |
| 2023-09-30 | $592k | 11k | 53.56 |
| 2023-06-30 | $609k | 11k | 55.33 |
| 2023-03-31 | $447k | 8.2k | 54.60 |
| 2022-12-31 | $396k | 7.3k | 54.49 |
| 2022-09-30 | $204k | 4.0k | 51.26 |