J P Morgan Exchange-traded F shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 7.7k | 57.10 |
| 2025-06-30 | $378k | 6.7k | 56.85 |
| 2025-03-31 | $381k | 6.7k | 57.14 |
| 2024-12-31 | $334k | 5.8k | 57.53 |
| 2024-09-30 | $284k | 4.8k | 59.51 |
| 2024-06-30 | $279k | 4.9k | 56.68 |
| 2024-03-31 | $240k | 4.1k | 57.86 |
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