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J P Morgan Exchange-traded F shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management 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 Selective Wealth Management 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 159k 58.99
2024-06-30 $9.8M 175k 56.13
2024-03-31 $10M 177k 56.68
2023-12-31 $8.0M 146k 54.79
2023-09-30 $8.5M 161k 52.84
2023-06-30 $3.9M 71k 54.86
2022-12-31 $1.5M 27k 55.01
2022-09-30 $26k 500 52.00
2022-06-30 $28k 500 56.00