J P Morgan Exchange Traded F shares owned by Castle Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth 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 Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange Traded F by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 73k | 74.09 |
| 2025-06-30 | $5.2M | 75k | 70.14 |
| 2025-03-31 | $4.6M | 72k | 63.66 |
| 2024-12-31 | $4.5M | 67k | 67.11 |
| 2024-09-30 | $4.7M | 71k | 65.53 |
| 2024-06-30 | $526k | 8.4k | 62.36 |