J P Morgan Exchange-traded F shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 66k | 54.98 |
| 2023-09-30 | $3.5M | 65k | 53.56 |
| 2023-06-30 | $2.1M | 38k | 55.33 |
| 2023-03-31 | $2.7M | 50k | 54.60 |
| 2022-12-31 | $7.1M | 129k | 55.06 |
| 2022-09-30 | $6.5M | 118k | 55.05 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management