J P Morgan Exchange-traded F shares owned by Accel Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel 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 Accel Wealth Management 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 Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $679k | 12k | 57.53 |
| 2024-09-30 | $809k | 14k | 59.51 |
| 2024-06-30 | $795k | 14k | 56.68 |
| 2024-03-31 | $925k | 16k | 57.86 |
| 2023-12-31 | $902k | 16k | 54.98 |
| 2023-09-30 | $913k | 17k | 53.56 |
| 2023-06-30 | $953k | 17k | 55.33 |
| 2023-03-31 | $964k | 18k | 54.60 |
| 2022-12-31 | $962k | 18k | 54.49 |
| 2022-09-30 | $1.0M | 20k | 52.97 |
| 2022-06-30 | $1.1M | 19k | 55.54 |
| 2022-03-31 | $1.2M | 19k | 60.99 |
| 2021-12-31 | $929k | 15k | 63.18 |