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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Moser Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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