J P Morgan Exchange-traded F shares owned by Heritage Trust
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 77k | 57.86 |
| 2023-12-31 | $4.3M | 78k | 54.98 |
| 2023-09-30 | $6.5M | 121k | 53.56 |
| 2023-06-30 | $4.8M | 86k | 55.33 |
| 2023-03-31 | $4.3M | 79k | 54.60 |
| 2022-12-31 | $3.9M | 72k | 54.49 |