J P Morgan Exchange-traded F shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 10k | 57.10 |
| 2025-06-30 | $779k | 14k | 56.85 |
| 2025-03-31 | $783k | 14k | 57.14 |
| 2024-12-31 | $913k | 16k | 57.53 |
| 2024-09-30 | $813k | 14k | 59.51 |
| 2024-06-30 | $776k | 14k | 56.68 |
| 2024-03-31 | $791k | 14k | 57.86 |
| 2023-09-30 | $230k | 4.3k | 53.56 |
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