J P Morgan Exchange-traded F shares owned by Wealth Management Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $558k | 9.6k | 57.86 |
| 2023-12-31 | $540k | 9.8k | 54.98 |
| 2023-09-30 | $516k | 9.6k | 53.56 |
| 2023-06-30 | $467k | 8.4k | 55.33 |
| 2023-03-31 | $463k | 8.5k | 54.60 |
| 2022-12-31 | $461k | 8.0k | 57.67 |
| 2022-09-30 | $445k | 9.0k | 49.44 |
| 2022-06-30 | $387k | 7.0k | 55.29 |
| 2022-03-31 | $377k | 6.0k | 62.83 |
| 2021-12-31 | $437k | 7.0k | 62.43 |
| 2021-09-30 | $334k | 5.6k | 59.70 |
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