J P Morgan Exchange-traded F shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86M | 1.5M | 56.87 |
| 2025-06-30 | $87M | 1.5M | 56.96 |
| 2025-03-31 | $98M | 1.7M | 57.14 |
| 2024-12-31 | $91M | 1.6M | 57.53 |
| 2024-06-30 | $93M | 1.6M | 56.68 |
| 2024-03-31 | $87M | 1.5M | 57.86 |
| 2023-12-31 | $78M | 1.4M | 54.98 |
| 2023-09-30 | $31M | 583k | 53.56 |
| 2023-03-31 | $430k | 7.9k | 54.60 |
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