J P Morgan Exchange-traded F shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 92k | 56.85 |
| 2025-03-31 | $4.8M | 83k | 57.14 |
| 2024-12-31 | $4.7M | 81k | 58.56 |
| 2024-09-30 | $4.3M | 72k | 59.51 |
| 2024-06-30 | $3.0M | 54k | 56.68 |
| 2024-03-31 | $2.0M | 35k | 57.86 |
| 2023-12-31 | $598k | 11k | 54.98 |
| 2023-09-30 | $583k | 11k | 53.59 |
More positions owned by Summit Financial Wealth Advisors
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