J P Morgan Exchange-traded F shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 49k | 57.10 |
| 2025-06-30 | $2.7M | 48k | 56.85 |
| 2025-03-31 | $2.9M | 51k | 57.14 |
| 2024-12-31 | $3.1M | 53k | 57.53 |
| 2024-09-30 | $3.4M | 58k | 59.51 |
| 2024-06-30 | $3.3M | 59k | 56.68 |
| 2024-03-31 | $3.3M | 57k | 57.86 |
| 2023-12-31 | $3.7M | 68k | 54.98 |
| 2023-09-30 | $3.6M | 68k | 53.56 |
| 2023-06-30 | $4.8M | 86k | 55.33 |
| 2023-03-31 | $4.2M | 76k | 54.60 |