J P Morgan Exchange-traded F shares owned by Winch Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 6.9k | 57.10 |
| 2025-06-30 | $318k | 5.6k | 56.85 |
| 2025-03-31 | $321k | 5.6k | 57.14 |
| 2024-12-31 | $323k | 5.6k | 57.53 |
| 2024-09-30 | $324k | 5.4k | 59.51 |
| 2024-06-30 | $302k | 5.3k | 56.68 |
| 2024-03-31 | $136k | 2.4k | 57.86 |
| 2023-12-31 | $67k | 1.2k | 54.98 |
| 2021-09-30 | $4.0k | 69 | 57.97 |