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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.0M | 35k | 57.10 |
| 2025-06-30 | $2.0M | 35k | 56.85 |
| 2025-03-31 | $1.4M | 25k | 57.14 |
| 2024-12-31 | $1.3M | 22k | 57.53 |
| 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 |