J P Morgan Exchange-traded F shares owned by 49 Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 82k | 57.10 |
| 2025-06-30 | $6.6M | 116k | 56.85 |
| 2025-03-31 | $7.7M | 135k | 57.14 |
| 2024-12-31 | $8.1M | 140k | 57.53 |
| 2024-09-30 | $11M | 181k | 59.51 |
| 2024-06-30 | $38M | 679k | 56.11 |
| 2024-03-31 | $27M | 472k | 57.27 |
| 2023-12-31 | $26M | 475k | 54.98 |