J P Morgan Exchange-traded F shares owned by MBL Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $452k | 7.9k | 57.14 |
| 2024-12-31 | $321k | 5.6k | 57.53 |
| 2024-03-31 | $5.5M | 96k | 57.86 |
| 2023-12-31 | $5.1M | 94k | 54.98 |
| 2023-09-30 | $5.0M | 94k | 53.56 |
| 2023-06-30 | $7.3M | 132k | 55.33 |
| 2023-03-31 | $6.7M | 123k | 54.60 |
| 2022-12-31 | $6.3M | 115k | 54.49 |
| 2022-09-30 | $4.4M | 86k | 51.23 |