Daymark Wealth Partners »

J P Morgan Exchange-traded F shares owned by Daymark Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Daymark Wealth Partners from 13F filings

Historical chart of Daymark Wealth Partners investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 159k 54.98
2023-09-30 $7.7M 144k 53.56
2023-06-30 $7.9M 143k 55.33
2023-03-31 $3.2M 59k 54.60
2022-12-31 $2.0M 37k 54.49