J P Morgan Exchange-traded F shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary 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 Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 82k | 54.98 |
| 2023-09-30 | $5.5M | 103k | 53.56 |
| 2023-06-30 | $5.9M | 106k | 55.33 |
| 2023-03-31 | $6.9M | 127k | 54.60 |
| 2022-12-31 | $5.8M | 106k | 54.49 |
| 2022-09-30 | $4.2M | 82k | 51.24 |
| 2022-06-30 | $4.1M | 73k | 55.46 |
| 2022-03-31 | $2.1M | 34k | 61.39 |
| 2021-12-31 | $1.3M | 21k | 63.20 |
| 2021-09-30 | $781k | 13k | 59.60 |