J P Morgan Exchange-traded F shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 69k | 57.10 |
| 2025-06-30 | $4.4M | 77k | 56.85 |
| 2025-03-31 | $5.7M | 100k | 57.14 |
| 2024-12-31 | $7.0M | 122k | 57.53 |
| 2024-09-30 | $6.9M | 115k | 59.51 |
| 2024-06-30 | $6.7M | 118k | 56.68 |
| 2024-03-31 | $6.9M | 119k | 57.86 |
| 2023-12-31 | $7.2M | 131k | 54.98 |
| 2023-09-30 | $6.1M | 114k | 53.56 |
| 2023-06-30 | $6.1M | 111k | 55.33 |
| 2023-03-31 | $4.8M | 88k | 54.60 |
| 2022-12-31 | $4.2M | 77k | 54.49 |
| 2022-09-30 | $3.1M | 61k | 51.23 |
| 2022-06-30 | $1.1M | 19k | 55.47 |
| 2022-03-31 | $562k | 9.2k | 61.36 |
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