J P Morgan Exchange-traded F shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $422k | 7.4k | 57.14 |
| 2024-12-31 | $296k | 5.1k | 57.53 |
| 2024-09-30 | $374k | 6.3k | 59.51 |
| 2024-06-30 | $318k | 5.6k | 56.68 |
| 2024-03-31 | $6.1M | 104k | 58.10 |
| 2023-12-31 | $5.7M | 103k | 54.98 |
| 2023-09-30 | $5.4M | 100k | 53.56 |
| 2023-06-30 | $3.8M | 69k | 55.33 |
| 2023-03-31 | $4.3B | 78k | 54596.33 |
| 2022-12-31 | $7.1M | 129k | 54.95 |