J P Morgan Exchange-traded F shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $676k | 12k | 57.53 |
| 2024-09-30 | $583k | 9.8k | 59.51 |
| 2024-06-30 | $484k | 8.5k | 56.68 |
| 2024-03-31 | $492k | 8.5k | 57.86 |
| 2023-12-31 | $340k | 6.2k | 54.98 |
| 2023-09-30 | $304k | 5.7k | 53.56 |
| 2023-06-30 | $353k | 6.4k | 55.33 |
| 2023-03-31 | $372k | 6.8k | 54.60 |
| 2022-12-31 | $631k | 12k | 54.49 |
| 2022-09-30 | $579k | 11k | 51.22 |
| 2022-06-30 | $255k | 4.6k | 55.43 |
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