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J P Morgan Exchange-traded F shares owned by Etesian Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Etesian Wealth Advisors from 13F filings

Historical chart of Etesian Wealth Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Etesian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 20k 59.51
2024-06-30 $790k 14k 56.68
2024-03-31 $673k 12k 57.86
2023-12-31 $458k 8.3k 54.98
2023-09-30 $292k 5.5k 53.56
2023-06-30 $219k 4.0k 55.33