J P Morgan Exchange-traded F shares owned by LJI Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 22k | 57.10 |
| 2025-06-30 | $1.4M | 24k | 56.85 |
| 2025-03-31 | $1.1M | 19k | 57.14 |
| 2024-12-31 | $892k | 16k | 57.53 |
| 2024-09-30 | $1.7M | 29k | 59.51 |
| 2024-06-30 | $1.8M | 31k | 56.68 |
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-09-30 | $1.1M | 21k | 53.56 |
| 2023-06-30 | $593k | 11k | 55.33 |
| 2023-03-31 | $575k | 11k | 54.60 |