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J P Morgan Exchange-traded F shares owned by Trueblood Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Trueblood Wealth Management from 13F filings

Historical chart of Trueblood Wealth Management 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 Trueblood Wealth Management 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 22k 57.10
2025-06-30 $1.3M 22k 56.85
2025-03-31 $1.3M 23k 57.14
2024-12-31 $1.4M 24k 57.53
2024-03-31 $1.4M 24k 57.86
2023-12-31 $1.4M 26k 54.98