J P Morgan Exchange-traded F shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison 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 Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $734k | 13k | 57.10 |
| 2025-06-30 | $704k | 12k | 56.85 |
| 2025-03-31 | $678k | 12k | 57.14 |
| 2024-12-31 | $543k | 9.4k | 57.53 |
| 2024-09-30 | $248k | 4.2k | 59.50 |