J P Morgan Exchange-traded F shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus 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 Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $317k | 5.5k | 57.24 |
| 2025-09-30 | $310k | 5.4k | 57.10 |
| 2025-06-30 | $351k | 6.2k | 56.85 |
| 2025-03-31 | $297k | 5.2k | 57.14 |
| 2024-12-31 | $265k | 4.6k | 57.53 |
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