J P Morgan Exchange-traded F shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 158k | 57.10 |
| 2025-06-30 | $7.1M | 125k | 56.85 |
| 2025-03-31 | $6.8M | 119k | 57.13 |
| 2024-12-31 | $6.1M | 107k | 57.53 |
| 2024-09-30 | $6.5M | 109k | 59.51 |
| 2024-06-30 | $4.6M | 81k | 56.68 |
| 2024-03-31 | $4.2M | 73k | 57.86 |
| 2023-12-31 | $4.5M | 83k | 54.98 |
| 2023-09-30 | $3.6M | 57k | 62.93 |
| 2023-06-30 | $936k | 17k | 55.33 |