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J P Morgan Exchange-traded F shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory 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 Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 204k 54.98
2023-09-30 $11M 197k 53.56
2023-06-30 $7.6M 138k 55.33
2023-03-31 $3.7M 67k 54.60