J P Morgan Exchange-traded F shares owned by Unique Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $977k | 17k | 57.24 |
| 2025-09-30 | $1.1M | 19k | 57.10 |
| 2025-06-30 | $1.5M | 27k | 56.85 |
| 2025-03-31 | $1.9M | 34k | 57.14 |
| 2024-12-31 | $2.7M | 46k | 57.53 |
| 2024-09-30 | $3.3M | 55k | 59.51 |
| 2024-06-30 | $5.4M | 96k | 56.68 |
| 2024-03-31 | $6.1M | 106k | 57.86 |
| 2023-12-31 | $11M | 201k | 54.98 |
| 2023-09-30 | $9.6M | 180k | 53.56 |
| 2023-06-30 | $9.8M | 177k | 55.33 |
| 2023-03-31 | $8.5M | 155k | 54.60 |
| 2022-12-31 | $7.3M | 135k | 54.49 |