J P Morgan Exchange-traded F shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos 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 Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 205k | 57.86 |
| 2023-12-31 | $5.2M | 95k | 54.98 |
| 2023-09-30 | $4.8M | 89k | 53.56 |
| 2023-06-30 | $4.9M | 89k | 55.33 |
| 2023-03-31 | $5.2M | 96k | 54.60 |
| 2022-12-31 | $6.1M | 111k | 54.49 |
| 2022-09-30 | $5.0M | 97k | 51.23 |
| 2022-06-30 | $5.3M | 96k | 55.49 |
| 2022-03-31 | $6.0M | 98k | 61.39 |
| 2021-12-31 | $350k | 5.5k | 63.19 |