J P Morgan Exchange-traded F shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 6.3k | 57.10 |
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