J P Morgan Exchange-traded F shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & 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 Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 6.3k | 57.10 |
| 2025-06-30 | $462k | 8.1k | 56.85 |
| 2025-03-31 | $553k | 9.7k | 57.14 |
| 2024-12-31 | $562k | 9.8k | 57.53 |
| 2024-09-30 | $590k | 9.9k | 59.51 |
| 2024-06-30 | $556k | 9.8k | 56.68 |
| 2024-03-31 | $470k | 8.1k | 57.86 |
| 2023-09-30 | $435k | 8.1k | 53.56 |
| 2023-06-30 | $451k | 8.1k | 55.33 |
| 2023-03-31 | $440k | 8.0k | 54.60 |
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