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
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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 |
|---|---|---|---|
| 2026-06-30 | $362k | 6.4k | 56.48 |
| 2026-03-31 | $324k | 5.8k | 55.93 |
| 2025-12-31 | $270k | 4.7k | 57.24 |
| 2025-09-30 | $281k | 4.9k | 57.10 |
| 2025-06-30 | $336k | 5.9k | 56.85 |