J P Morgan Exchange-traded F shares owned by Wealth Alliance
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 19k | 59.51 |
| 2024-06-30 | $872k | 15k | 56.68 |
| 2024-03-31 | $865k | 15k | 57.86 |
| 2023-12-31 | $907k | 17k | 54.98 |
| 2023-09-30 | $211k | 3.9k | 53.57 |
| 2023-06-30 | $206k | 3.7k | 55.33 |