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J P Morgan Exchange-traded F shares owned by Wills Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wills Financial Group from 13F filings

Historical chart of Wills Financial Group 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 Wills Financial Group 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 Wills Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 4.9k 57.10
2025-06-30 $336k 5.9k 56.85