J P Morgan Exchange-traded F shares owned by Mission Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $1.6M | 29k | 54.98 |
| 2023-09-30 | $2.0M | 37k | 53.56 |
| 2023-06-30 | $2.0M | 37k | 55.33 |
| 2023-03-31 | $2.2M | 41k | 54.60 |
| 2022-12-31 | $3.5M | 65k | 54.49 |
| 2022-09-30 | $1.5M | 29k | 51.25 |
| 2022-06-30 | $527k | 9.5k | 55.50 |