J P Morgan Exchange-traded F shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private 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 New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 136k | 57.10 |
| 2025-06-30 | $7.9M | 139k | 56.84 |
| 2025-03-31 | $8.9M | 157k | 57.14 |
| 2024-12-31 | $8.4M | 145k | 57.53 |
| 2024-09-30 | $8.4M | 142k | 59.51 |
| 2024-03-31 | $8.3M | 144k | 57.48 |
| 2023-12-31 | $7.7M | 140k | 54.98 |
| 2023-09-30 | $6.9M | 129k | 53.56 |
| 2023-06-30 | $6.0M | 109k | 55.34 |
| 2023-03-31 | $5.1M | 94k | 54.60 |
| 2022-12-31 | $3.6M | 66k | 54.49 |
| 2022-09-30 | $433k | 8.5k | 51.10 |
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