J P Morgan Exchange-traded F shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142k | 2.5k | 57.05 |
| 2025-06-30 | $58k | 1.0k | 56.26 |
| 2024-12-31 | $59k | 1.0k | 57.23 |
| 2024-09-30 | $32k | 541 | 59.15 |
| 2024-06-30 | $30k | 541 | 55.45 |
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