J P Morgan Exchange-traded F shares owned by Bright Futures Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bright Futures Wealth Management
from 13F filings
Historical chart of Bright Futures 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 Bright Futures Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 22k | 57.10 |
| 2025-03-31 | $1.4M | 27k | 52.71 |
| 2024-12-31 | $1.6M | 28k | 58.94 |
| 2024-09-30 | $310k | 5.2k | 59.15 |
| 2024-06-30 | $266k | 4.7k | 56.37 |
| 2024-03-31 | $267k | 4.7k | 56.74 |
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