J P Morgan Exchange-traded F shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth 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 KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by KCS Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $298k | 5.6k | 53.56 |
2023-06-30 | $594k | 11k | 55.33 |