J P Morgan Exchange-traded F shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 60k | 57.10 |
| 2025-06-30 | $4.1M | 72k | 56.85 |
| 2025-03-31 | $4.0M | 71k | 57.14 |
| 2024-12-31 | $3.7M | 65k | 57.53 |
| 2024-09-30 | $3.0M | 50k | 59.51 |
| 2024-06-30 | $2.5M | 45k | 56.68 |
| 2024-03-31 | $2.1M | 37k | 57.86 |
| 2023-12-31 | $1.9M | 35k | 54.98 |
| 2023-09-30 | $1.8M | 33k | 53.56 |
More positions owned by Walter & Keenan Financial Consulting
View all positions for Walter & Keenan Financial Consulting