J P Morgan Exchange-traded F shares owned by Koa Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Koa Wealth Management
from 13F filings
Historical chart of Koa 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 Koa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $541k | 9.1k | 59.51 |
| 2024-06-30 | $530k | 9.3k | 56.68 |
| 2024-03-31 | $518k | 8.9k | 57.86 |
| 2023-12-31 | $492k | 8.9k | 54.98 |