J P Morgan Exchange-traded F shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 112k | 57.10 |
| 2025-06-30 | $6.0M | 106k | 56.85 |
| 2025-03-31 | $5.9M | 104k | 57.14 |
| 2024-12-31 | $5.6M | 98k | 57.53 |
| 2024-09-30 | $5.8M | 97k | 59.51 |
| 2024-06-30 | $5.7M | 101k | 56.68 |
| 2024-03-31 | $6.1M | 106k | 57.86 |
| 2023-12-31 | $7.4M | 135k | 54.98 |
| 2023-09-30 | $8.1M | 151k | 53.56 |
| 2023-06-30 | $16M | 281k | 55.33 |
| 2023-03-31 | $17M | 308k | 54.60 |
| 2022-12-31 | $24M | 444k | 54.49 |
| 2022-09-30 | $22M | 430k | 51.23 |
| 2022-06-30 | $18M | 325k | 55.45 |
| 2022-03-31 | $13M | 212k | 61.40 |
| 2021-12-31 | $7.8M | 124k | 63.19 |
| 2021-09-30 | $4.7M | 79k | 59.61 |
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