J P Morgan Exchange-traded F shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset 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 Weatherly Asset Management 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 Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $212k | 3.7k | 56.85 |
| 2025-03-31 | $213k | 3.7k | 57.14 |
| 2024-12-31 | $216k | 3.7k | 57.88 |
| 2024-09-30 | $377k | 6.3k | 59.51 |
| 2024-06-30 | $359k | 6.3k | 56.68 |
| 2024-03-31 | $359k | 6.2k | 57.86 |
More positions owned by Weatherly Asset Management
View all positions for Weatherly Asset Management