J P Morgan Exchange-traded F shares owned by ValMark Advisers
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 22k | 59.51 |
| 2024-06-30 | $1.3M | 23k | 56.68 |
| 2024-03-31 | $1.3M | 23k | 57.86 |
| 2023-12-31 | $1.4M | 26k | 54.98 |
| 2023-09-30 | $279k | 5.2k | 53.56 |
| 2023-06-30 | $265k | 4.8k | 55.33 |