J P Morgan Exchange-traded F shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 175k | 57.53 |
| 2024-09-30 | $9.5M | 160k | 59.51 |
| 2024-06-30 | $11M | 188k | 56.68 |
| 2024-03-31 | $12M | 207k | 57.86 |
| 2023-12-31 | $11M | 207k | 54.98 |
| 2023-09-30 | $9.2M | 171k | 53.56 |
| 2023-06-30 | $9.7M | 175k | 55.33 |
| 2023-03-31 | $5.1M | 93k | 54.60 |
| 2022-09-30 | $4.2M | 82k | 51.23 |
| 2022-06-30 | $7.6M | 137k | 55.45 |
| 2022-03-31 | $8.3M | 135k | 61.40 |
| 2021-12-31 | $8.8M | 139k | 63.19 |