J P Morgan Exchange-traded F shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 71k | 59.51 |
| 2024-06-30 | $3.9M | 69k | 56.68 |
| 2024-03-31 | $3.9M | 67k | 57.86 |
| 2023-12-31 | $3.6M | 66k | 54.98 |
| 2023-09-30 | $3.2M | 59k | 53.56 |
| 2023-06-30 | $3.1M | 56k | 55.33 |
| 2023-03-31 | $3.1M | 56k | 54.60 |
More positions owned by Worth Financial Advisory Group
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