J P Morgan Exchange-traded F shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 276k | 57.10 |
| 2025-06-30 | $16M | 283k | 56.85 |
| 2025-03-31 | $14M | 244k | 57.14 |
| 2024-12-31 | $14M | 234k | 57.53 |
| 2024-09-30 | $13M | 224k | 59.51 |
| 2024-06-30 | $15M | 260k | 56.68 |
| 2024-03-31 | $15M | 257k | 57.86 |
| 2023-12-31 | $15M | 269k | 54.98 |
| 2023-09-30 | $7.0M | 131k | 53.56 |
| 2023-06-30 | $6.6M | 119k | 55.33 |
| 2023-03-31 | $5.4M | 99k | 54.60 |
| 2022-12-31 | $1.9M | 35k | 54.49 |
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