J P Morgan Exchange-traded F shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 19k | 59.51 |
| 2024-06-30 | $978k | 17k | 56.38 |
More positions owned by Heritage Wealth Management
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