J P Morgan Exchange-traded F shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 45k | 57.85 |
| 2023-12-31 | $2.4M | 44k | 54.98 |
| 2023-09-30 | $1.8M | 33k | 53.57 |
| 2023-06-30 | $1.5M | 27k | 55.31 |
| 2023-03-31 | $1.2M | 22k | 54.58 |
| 2022-12-31 | $625k | 12k | 54.47 |
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