J P Morgan Exchange-traded F shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC Wealth Advisors 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 FSC Wealth Advisors 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 FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $381k | 6.6k | 57.86 |
| 2023-12-31 | $202k | 3.7k | 54.98 |
| 2023-09-30 | $124k | 2.3k | 53.57 |
| 2023-06-30 | $119k | 2.2k | 55.33 |
| 2023-03-31 | $137k | 2.5k | 54.59 |
| 2022-12-31 | $70k | 1.3k | 54.50 |
| 2022-09-30 | $67k | 1.3k | 51.62 |
| 2022-06-30 | $83k | 1.5k | 55.48 |
| 2022-03-31 | $78k | 1.3k | 61.18 |
| 2021-12-31 | $85k | 1.3k | 63.15 |