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
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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
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 145k | 56.87 |
| 2025-06-30 | $8.4M | 147k | 56.85 |
| 2025-03-31 | $8.8M | 162k | 53.98 |
| 2024-12-31 | $9.2M | 160k | 57.50 |
| 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 |
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