J P Morgan Exchange-traded F shares owned by WR Wealth Planners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $108k | 1.9k | 57.53 |
| 2024-09-30 | $112k | 1.9k | 59.51 |
| 2024-06-30 | $106k | 1.9k | 56.68 |
| 2024-03-31 | $86k | 1.5k | 57.85 |
| 2023-09-30 | $76k | 1.4k | 53.56 |
| 2023-06-30 | $79k | 1.4k | 55.33 |