J P Morgan Exchange-traded F shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC 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 FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 8.2k | 57.10 |
| 2025-06-30 | $404k | 7.1k | 56.85 |
| 2025-03-31 | $416k | 7.3k | 57.14 |
| 2024-12-31 | $435k | 7.6k | 57.53 |
| 2024-09-30 | $423k | 7.1k | 59.51 |
| 2024-06-30 | $384k | 6.8k | 56.68 |
| 2024-03-31 | $381k | 6.6k | 57.86 |
| 2023-12-31 | $202k | 3.7k | 54.98 |
| 2023-09-30 | $124k | 2.3k | 53.57 |
| 2023-06-30 | $119k | 2.2k | 55.33 |
| 2023-03-31 | $137k | 2.5k | 54.59 |
| 2022-12-31 | $70k | 1.3k | 54.50 |
| 2022-09-30 | $67k | 1.3k | 51.62 |
| 2022-06-30 | $83k | 1.5k | 55.48 |
| 2022-03-31 | $78k | 1.3k | 61.18 |
| 2021-12-31 | $85k | 1.3k | 63.15 |