J P Morgan Exchange-traded F shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital 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 U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 249k | 54.98 |
| 2023-09-30 | $13M | 248k | 53.56 |
| 2023-06-30 | $11M | 205k | 55.33 |
| 2023-03-31 | $9.1M | 167k | 54.60 |
| 2022-12-31 | $5.4M | 100k | 54.49 |
| 2022-09-30 | $4.1M | 80k | 51.23 |
| 2022-06-30 | $3.5M | 62k | 55.44 |
| 2022-03-31 | $2.5M | 41k | 61.41 |
| 2021-12-31 | $676k | 11k | 63.23 |
| 2021-09-30 | $381k | 6.4k | 59.62 |
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