J P Morgan Exchange-traded F shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Whipplewood Advisors 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 Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 68k | 57.10 |
| 2025-06-30 | $3.8M | 67k | 56.85 |
| 2025-03-31 | $3.6M | 23k | 157.56 |