J P Morgan Exchange-traded F shares owned by Crux Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Crux Wealth Advisors
from 13F filings
Historical chart of Crux 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 Crux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $333k | 5.8k | 57.24 |
| 2025-09-30 | $328k | 5.8k | 57.10 |
| 2025-06-30 | $320k | 5.6k | 56.85 |