J P Morgan Exchange-traded F shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $275k | 4.8k | 57.86 |
| 2023-12-31 | $210k | 3.8k | 54.97 |
| 2023-09-30 | $201k | 3.8k | 53.56 |
| 2023-06-30 | $204k | 3.7k | 55.33 |
| 2023-03-31 | $197k | 3.6k | 54.60 |
| 2022-12-31 | $190k | 3.5k | 54.50 |
| 2022-09-30 | $83k | 1.6k | 51.17 |
| 2022-06-30 | $50k | 894 | 55.93 |
| 2022-03-31 | $12k | 200 | 60.00 |
| 2021-12-31 | $13k | 200 | 65.00 |
| 2021-09-30 | $12k | 200 | 60.00 |