J P Morgan Exchange-traded F shares owned by Activest Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest 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 Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 11k | 57.10 |
| 2025-06-30 | $733k | 13k | 56.85 |
| 2025-03-31 | $732k | 13k | 57.14 |
| 2024-12-31 | $734k | 13k | 57.53 |
| 2024-09-30 | $648k | 11k | 59.51 |
| 2024-06-30 | $809k | 14k | 56.68 |
| 2024-03-31 | $429k | 7.4k | 57.86 |
| 2023-12-31 | $52k | 941 | 54.98 |
| 2023-09-30 | $49k | 922 | 53.54 |
| 2022-12-31 | $20k | 365 | 54.49 |
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