J P Morgan Exchange Traded F shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors 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 Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $778k | 11k | 74.09 |
| 2025-06-30 | $652k | 9.3k | 70.14 |
| 2025-03-31 | $553k | 8.7k | 63.66 |
| 2024-12-31 | $490k | 7.3k | 67.11 |
| 2024-09-30 | $405k | 6.2k | 65.53 |
| 2024-06-30 | $205k | 3.3k | 62.35 |
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