J P Morgan Exchange-traded F shares owned by Ergawealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Ergawealth Advisors
from 13F filings
Historical chart of Ergawealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Ergawealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 183k | 57.10 |
| 2025-06-30 | $15M | 268k | 56.85 |
| 2025-03-31 | $16M | 283k | 57.14 |
| 2024-12-31 | $17M | 298k | 57.53 |
| 2024-09-30 | $18M | 307k | 59.51 |
| 2024-06-30 | $20M | 343k | 56.68 |
| 2024-03-31 | $25M | 428k | 57.86 |
| 2023-12-31 | $27M | 492k | 54.98 |
| 2023-09-30 | $32M | 601k | 53.56 |
| 2023-06-30 | $34M | 614k | 55.33 |
| 2023-03-31 | $27M | 491k | 54.60 |
| 2022-12-31 | $22M | 394k | 54.49 |