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J P Morgan Exchange-traded F shares owned by Yale Capital Corp.

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Yale Capital Corp. from 13F filings

Historical chart of Yale Capital Corp. 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 Yale Capital Corp. 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 Yale Capital Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 7.7k 57.10
2025-06-30 $350k 6.2k 56.85
2025-03-31 $329k 5.8k 57.14
2024-12-31 $262k 4.6k 57.53
2024-09-30 $259k 4.4k 59.51