J P Morgan Exchange-traded F shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105k | 1.8k | 57.10 |
| 2025-06-30 | $102k | 1.8k | 56.85 |
| 2025-03-31 | $100k | 1.8k | 57.15 |
| 2024-12-31 | $99k | 1.7k | 57.54 |
| 2024-09-30 | $100k | 1.7k | 59.50 |
| 2024-06-30 | $94k | 1.7k | 56.67 |
| 2024-03-31 | $54k | 937 | 57.86 |
| 2023-12-31 | $48k | 901 | 53.56 |
| 2023-09-30 | $48k | 901 | 53.56 |
| 2023-06-30 | $49k | 885 | 55.34 |
| 2023-03-31 | $47k | 865 | 54.62 |