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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $578k 11k 54.98
2023-09-30 $437k 8.2k 53.56