JEPI shares owned by Optivise Advisory Services - Historical positions on stockzoa.com
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J P Morgan Exchange-traded F shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in J P Morgan Exchange-traded F

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.001280.581k280.5815k280.582k280.5825k280.583k47144,714.547154,715.54716
Value ($)Share countHistorical JEPI position of Optivise Advisory Services Source: stockzoa.comValue ($)Share count

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All positions including J P Morgan Exchange-traded F held by Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 4.7k 59.51