J P Morgan Exchange-traded F shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.0M | 70k | 56.85 |
| 2025-03-31 | $3.8M | 66k | 57.37 |
| 2024-12-31 | $663k | 12k | 57.54 |
| 2024-09-30 | $461k | 7.7k | 59.52 |
| 2024-03-31 | $220k | 3.8k | 57.87 |
| 2023-12-31 | $214k | 3.9k | 54.99 |
| 2023-09-30 | $1.9M | 35k | 53.56 |
| 2023-06-30 | $1.9M | 34k | 55.33 |
| 2023-03-31 | $3.0M | 54k | 54.60 |
| 2022-12-31 | $2.4M | 44k | 54.49 |
| 2022-09-30 | $7.5M | 146k | 51.23 |
| 2022-06-30 | $3.3M | 60k | 55.46 |
| 2022-03-31 | $3.5M | 58k | 61.40 |
| 2021-12-31 | $290k | 4.6k | 63.18 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /