J P Morgan Exchange-traded F shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 38k | 57.10 |
| 2025-06-30 | $2.1M | 36k | 56.85 |
| 2025-03-31 | $2.0M | 35k | 57.14 |
| 2024-12-31 | $2.1M | 37k | 57.53 |
| 2024-09-30 | $4.4M | 74k | 59.51 |
| 2024-06-30 | $2.1M | 38k | 56.68 |
| 2023-09-30 | $2.3M | 43k | 53.56 |
| 2023-03-31 | $2.3M | 41k | 54.60 |
More positions owned by Legacy Capital Wealth Partners
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