J P Morgan Exchange-traded F shares owned by Moser Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Moser Wealth Advisors
from 13F filings
Historical chart of Moser Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Moser Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 45k | 59.51 |
| 2024-06-30 | $2.2M | 39k | 56.68 |
| 2024-03-31 | $2.0M | 35k | 57.86 |
| 2023-12-31 | $1.6M | 29k | 54.98 |
| 2023-09-30 | $1.5M | 29k | 53.56 |
| 2023-06-30 | $1.5M | 28k | 55.33 |
| 2022-12-31 | $1.4M | 25k | 54.49 |
| 2022-09-30 | $926k | 18k | 51.22 |
| 2022-06-30 | $811k | 15k | 55.43 |
| 2022-03-31 | $596k | 9.7k | 61.44 |