J P Morgan Exchange-traded F shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $765k | 13k | 57.10 |
| 2025-06-30 | $786k | 14k | 56.85 |
| 2025-03-31 | $707k | 12k | 57.14 |
| 2024-12-31 | $570k | 9.9k | 57.53 |
| 2024-09-30 | $3.1M | 52k | 59.51 |
| 2024-06-30 | $3.0M | 53k | 56.68 |
| 2024-03-31 | $2.7M | 47k | 57.86 |
| 2023-12-31 | $2.4M | 44k | 54.98 |
| 2023-09-30 | $2.3M | 44k | 53.56 |
| 2023-06-30 | $2.2M | 40k | 55.33 |
| 2023-03-31 | $2.1M | 38k | 54.60 |
| 2022-12-31 | $2.0M | 37k | 54.49 |
| 2022-09-30 | $1.6M | 32k | 51.24 |