J P Morgan Exchange-traded F shares owned by ADG Wealth Management Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by ADG Wealth Management Group
from 13F filings
Historical chart of ADG Wealth Management Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by ADG Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 168k | 57.10 |
| 2025-06-30 | $9.5M | 166k | 56.85 |
| 2025-03-31 | $10M | 175k | 57.14 |
| 2024-12-31 | $9.4M | 163k | 57.53 |
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