J P Morgan Exchange-traded F shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 18k | 59.51 |
| 2024-06-30 | $976k | 17k | 56.68 |
| 2024-03-31 | $814k | 14k | 57.86 |
| 2023-12-31 | $578k | 11k | 54.98 |
| 2023-09-30 | $437k | 8.2k | 53.56 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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