J P Morgan Exchange-traded F shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $132k | 2.5k | 53.56 |
| 2023-06-30 | $160k | 2.9k | 55.33 |
| 2023-03-31 | $469k | 8.6k | 54.60 |
| 2022-12-31 | $352k | 6.5k | 54.49 |
| 2022-09-30 | $20k | 397 | 50.38 |