J P Morgan Exchange-traded F shares owned by Wealthspan Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 34k | 59.51 |
| 2024-06-30 | $1.5M | 27k | 56.68 |
| 2024-03-31 | $1.0M | 18k | 57.86 |
| 2023-12-31 | $715k | 13k | 54.98 |
| 2023-09-30 | $649k | 12k | 53.56 |
| 2023-06-30 | $623k | 11k | 55.33 |
| 2023-03-31 | $514k | 9.4k | 54.60 |