Wealth Alliance Advisory Group »

J P Morgan Exchange-traded F shares owned by Wealth Alliance Advisory Group

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

Historical chart of Wealth Alliance Advisory Group 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 Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 25k 57.86
2023-12-31 $1.4M 25k 54.98
2023-09-30 $1.3M 25k 53.56