J P Morgan Exchange-traded F shares owned by Spire Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 306k | 57.86 |
| 2023-12-31 | $16M | 282k | 55.46 |
| 2023-09-30 | $13M | 244k | 53.56 |
| 2023-06-30 | $12M | 219k | 55.33 |
| 2023-03-31 | $10M | 189k | 54.60 |
| 2022-12-31 | $4.5M | 84k | 54.49 |
| 2022-09-30 | $2.9M | 58k | 51.22 |
| 2022-06-30 | $4.1M | 75k | 55.44 |
| 2022-03-31 | $9.1M | 147k | 61.77 |
| 2021-12-31 | $8.2M | 129k | 63.19 |
| 2021-09-30 | $6.8M | 114k | 59.91 |
| 2021-06-30 | $6.8M | 113k | 60.56 |
| 2021-03-31 | $5.4M | 94k | 58.12 |