J P Morgan Exchange-traded F shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 26k | 57.10 |
| 2025-06-30 | $1.4M | 25k | 56.85 |
| 2025-03-31 | $1.5M | 25k | 57.14 |
| 2024-12-31 | $1.4M | 24k | 57.53 |
| 2024-09-30 | $1.4M | 24k | 59.51 |
| 2024-06-30 | $1.3M | 24k | 56.68 |
| 2024-03-31 | $1.4M | 24k | 57.86 |
| 2023-12-31 | $1.3M | 25k | 54.98 |
| 2023-09-30 | $1.3M | 25k | 53.56 |
| 2023-06-30 | $1.3M | 24k | 55.33 |
| 2023-03-31 | $1.3M | 24k | 54.60 |
| 2022-12-31 | $1.3M | 23k | 54.49 |
| 2022-09-30 | $1.2M | 24k | 51.21 |
| 2022-06-30 | $1.2M | 22k | 55.46 |
| 2022-03-31 | $1.1M | 18k | 61.38 |
| 2021-12-31 | $905k | 14k | 63.19 |
| 2021-09-30 | $598k | 10k | 59.60 |