J P Morgan Exchange-traded F shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 392k | 54.98 |
| 2023-09-30 | $23M | 426k | 53.56 |
| 2023-06-30 | $23M | 420k | 55.33 |
| 2023-03-31 | $18M | 329k | 54.60 |
| 2022-12-31 | $9.1M | 167k | 54.49 |
| 2022-09-30 | $5.2M | 102k | 51.23 |
| 2022-06-30 | $2.5M | 44k | 55.46 |
| 2022-03-31 | $1.1M | 18k | 61.39 |
| 2021-12-31 | $62k | 982 | 63.14 |
| 2021-09-30 | $60k | 970 | 61.86 |