J P Morgan Exchange-traded F shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management 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 Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Evercore Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $540k | 9.3k | 57.86 |
2023-09-30 | $500k | 9.3k | 53.56 |
2023-06-30 | $572k | 10k | 55.33 |
2023-03-31 | $564k | 10k | 54.60 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management