J P Morgan Exchange-traded F shares owned by Palacios Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Palacios Wealth Management
from 13F filings
Historical chart of Palacios Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Palacios Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 4.1k | 57.10 |
| 2025-06-30 | $361k | 6.4k | 56.85 |
| 2025-03-31 | $1.6M | 14k | 113.89 |
| 2024-12-31 | $737k | 13k | 58.10 |
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