J P Morgan Exchange-traded F shares owned by Independent Wealth Network
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $570k | 9.9k | 57.86 |
| 2023-12-31 | $4.0M | 73k | 54.98 |
| 2023-09-30 | $3.5M | 66k | 53.56 |
| 2023-06-30 | $3.3M | 61k | 55.33 |
| 2023-03-31 | $2.7M | 49k | 54.60 |
| 2022-12-31 | $2.5M | 47k | 54.49 |
| 2022-09-30 | $1.3M | 25k | 51.23 |
| 2022-06-30 | $321k | 5.8k | 55.45 |
| 2022-03-31 | $359k | 5.9k | 61.32 |
| 2021-12-31 | $371k | 5.9k | 63.20 |
| 2021-09-30 | $346k | 5.6k | 61.71 |
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