Western Wealth Management »

J P Morgan Exchange-traded F shares owned by Western Wealth Management

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

Historical chart of Western 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 85k 54.98
2023-09-30 $3.8M 70k 53.56
2023-06-30 $3.3M 60k 55.33
2023-03-31 $2.1M 38k 54.60
2022-12-31 $313k 5.7k 54.49