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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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 |
|---|---|---|---|
| 2025-09-30 | $6.9M | 121k | 57.10 |
| 2025-06-30 | $6.4M | 113k | 56.85 |
| 2025-03-31 | $5.1M | 90k | 57.14 |
| 2024-12-31 | $5.4M | 95k | 57.53 |
| 2024-09-30 | $8.7M | 146k | 59.51 |
| 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 |
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