J P Morgan Exchange-traded F shares owned by Willner & Heller
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $215k | 3.6k | 59.51 |
| 2024-06-30 | $209k | 3.7k | 56.68 |
| 2022-12-31 | $224k | 4.1k | 54.49 |