J P Morgan Exchange-traded F shares owned by Burns Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns 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 Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 4.5k | 57.10 |
| 2025-06-30 | $224k | 3.9k | 56.85 |
| 2025-03-31 | $223k | 3.9k | 57.14 |
| 2024-12-31 | $225k | 3.9k | 57.53 |
| 2024-09-30 | $233k | 3.9k | 59.51 |
| 2024-06-30 | $227k | 4.0k | 56.68 |
| 2024-03-31 | $278k | 4.8k | 57.86 |