J P Morgan Exchange-traded F shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor 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 Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $872k | 15k | 57.03 |
| 2025-06-30 | $641k | 11k | 56.85 |
| 2025-03-31 | $593k | 11k | 53.98 |
| 2024-12-31 | $1.0M | 18k | 58.50 |
| 2024-09-30 | $1.0M | 18k | 59.22 |
| 2024-06-30 | $1.1M | 19k | 57.22 |
| 2024-03-31 | $858k | 15k | 56.81 |
| 2023-12-31 | $623k | 11k | 55.12 |
| 2023-09-30 | $384k | 7.2k | 53.01 |
| 2023-06-30 | $209k | 3.8k | 54.95 |
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