J P Morgan Exchange-traded F shares owned by Core Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $212k | 3.8k | 56.47 |
| 2026-03-31 | $372k | 6.6k | 56.68 |
| 2025-12-31 | $345k | 6.0k | 57.24 |