J P Morgan Exchange-traded F shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors 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 Alliance Wealth Advisors 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 Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $718k | 12k | 57.86 |
| 2023-12-31 | $689k | 13k | 54.98 |
| 2023-09-30 | $753k | 14k | 53.56 |
| 2023-06-30 | $744k | 13k | 55.33 |
| 2023-03-31 | $710k | 13k | 54.60 |