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J P Morgan Exchange-traded F shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Prevail Innovative 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.7M 153k 56.68
2024-03-31 $8.8M 152k 57.86
2023-09-30 $11M 196k 53.56
2023-06-30 $10M 185k 55.33