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J P Morgan Exchange-traded F shares owned by Marion Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Marion Wealth Management from 13F filings

Historical chart of Marion Wealth Management investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $928k 16k 57.86
2023-12-31 $829k 15k 54.98
2023-09-30 $423k 7.9k 53.56
2023-06-30 $459k 8.3k 55.33