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 |
|---|---|---|---|
| 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 |
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