J P Morgan Exchange-traded F shares owned by Modern Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 69k | 57.10 |
| 2025-06-30 | $4.2M | 74k | 56.85 |
| 2025-03-31 | $5.9M | 104k | 57.14 |
| 2024-12-31 | $5.6M | 97k | 57.53 |