J P Morgan Exchange-traded F shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams 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 Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $478k | 8.4k | 56.85 |
| 2025-03-31 | $538k | 9.4k | 57.14 |
| 2024-12-31 | $598k | 10k | 57.92 |
| 2024-09-30 | $616k | 10k | 59.51 |
| 2024-06-30 | $778k | 14k | 56.68 |
| 2024-03-31 | $3.4M | 59k | 57.86 |
| 2023-12-31 | $53M | 950k | 55.30 |
| 2023-09-30 | $50M | 936k | 53.56 |
| 2023-06-30 | $51M | 914k | 55.33 |
| 2023-03-31 | $48M | 877k | 54.60 |
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