J P Morgan Exchange-traded F shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $16M | 272k | 57.14 |
| 2024-12-31 | $14M | 242k | 57.53 |
| 2024-09-30 | $14M | 233k | 59.51 |
| 2024-03-31 | $8.1M | 139k | 57.86 |
| 2023-12-31 | $5.9M | 107k | 54.98 |
| 2023-09-30 | $3.2M | 59k | 53.56 |
| 2023-06-30 | $774k | 14k | 55.33 |