J P Morgan Exchange-traded F shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 305k | 57.10 |
| 2025-06-30 | $17M | 297k | 56.85 |
| 2025-03-31 | $18M | 308k | 57.14 |
| 2024-12-31 | $19M | 322k | 57.53 |
| 2024-09-30 | $18M | 295k | 59.51 |
| 2024-06-30 | $16M | 289k | 56.68 |
| 2024-03-31 | $25M | 439k | 57.86 |
| 2023-12-31 | $23M | 420k | 54.98 |
| 2023-09-30 | $21M | 387k | 53.56 |
| 2023-06-30 | $21M | 378k | 55.33 |
| 2023-03-31 | $20M | 359k | 54.60 |
| 2022-12-31 | $15M | 273k | 54.49 |
| 2022-09-30 | $11M | 211k | 51.23 |
| 2022-06-30 | $7.3M | 131k | 55.45 |
| 2022-03-31 | $5.5M | 89k | 61.40 |
| 2021-12-31 | $1.4M | 22k | 63.21 |
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