J P Morgan Exchange-traded F shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 208k | 57.10 |
| 2025-06-30 | $14M | 239k | 56.85 |
| 2025-03-31 | $13M | 230k | 57.14 |
| 2024-12-31 | $13M | 230k | 57.53 |
| 2024-09-30 | $13M | 216k | 59.51 |
| 2024-06-30 | $12M | 214k | 56.68 |
| 2024-03-31 | $25M | 437k | 57.86 |
| 2023-12-31 | $22M | 394k | 54.98 |
| 2023-09-30 | $21M | 384k | 53.56 |
| 2023-06-30 | $24M | 427k | 55.33 |
| 2023-03-31 | $22M | 397k | 54.60 |
| 2022-12-31 | $18M | 334k | 55.06 |
| 2022-09-30 | $3.2M | 63k | 51.24 |
| 2022-06-30 | $1.2M | 22k | 55.46 |
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