J P Morgan Exchange-traded F shares owned by Wealth Effects
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 38k | 57.86 |
| 2023-12-31 | $2.1M | 38k | 54.98 |
| 2023-09-30 | $1.9M | 36k | 53.56 |
| 2023-06-30 | $1.8M | 33k | 55.33 |
| 2023-03-31 | $1.5M | 28k | 54.60 |
| 2022-12-31 | $1.0M | 19k | 54.49 |
| 2022-09-30 | $691k | 14k | 51.24 |