J P Morgan Exchange-traded F shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver 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 Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $710k | 12k | 57.10 |
| 2025-06-30 | $894k | 16k | 56.85 |
| 2025-03-31 | $893k | 16k | 57.14 |
| 2024-12-31 | $904k | 16k | 57.54 |
| 2024-09-30 | $967k | 16k | 59.51 |
| 2024-06-30 | $884k | 16k | 56.68 |
| 2024-03-31 | $869k | 15k | 57.86 |
| 2023-12-31 | $712k | 13k | 54.98 |
| 2023-09-30 | $671k | 13k | 53.57 |
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