J P Morgan Exchange-traded F shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC 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 IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 194k | 57.10 |
| 2025-06-30 | $11M | 187k | 56.85 |
| 2025-03-31 | $11M | 190k | 57.14 |
| 2024-12-31 | $9.7M | 168k | 57.53 |
| 2024-09-30 | $9.5M | 160k | 59.51 |
| 2024-06-30 | $9.0M | 158k | 56.68 |
| 2024-03-31 | $8.7M | 151k | 57.86 |
| 2023-12-31 | $8.1M | 148k | 54.98 |
| 2023-09-30 | $7.7M | 144k | 53.56 |
| 2023-06-30 | $6.7M | 121k | 55.33 |
| 2023-03-31 | $4.6M | 84k | 54.60 |
| 2022-12-31 | $2.2M | 41k | 54.49 |
| 2022-09-30 | $303k | 5.9k | 51.18 |