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J P Morgan Exchange-traded F shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies 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 Aspen Wealth Strategies 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 Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $408k 7.0k 57.86
2023-12-31 $258k 4.7k 54.98
2023-09-30 $233k 4.4k 53.38
2023-03-31 $242k 4.4k 54.61
2022-12-31 $235k 4.3k 54.50