J P Morgan Exchange-traded F shares owned by Vivaldi Capital Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Vivaldi Capital Management
from 13F filings
Historical chart of Vivaldi Capital Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Vivaldi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 8.3k | 57.10 |
| 2025-06-30 | $492k | 8.6k | 56.85 |
| 2025-03-31 | $496k | 8.7k | 57.14 |
| 2024-12-31 | $638k | 11k | 59.29 |
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