J P Morgan Exchange-traded F shares owned by UMA Financial Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 2.6k | 57.10 |
| 2025-06-30 | $9.8k | 173 | 56.86 |
| 2025-03-31 | $9.9k | 173 | 57.14 |
| 2024-12-31 | $10k | 173 | 57.53 |