J P Morgan Exchange-traded F shares owned by MBL Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.5M | 96k | 57.86 |
2023-12-31 | $5.1M | 94k | 54.98 |
2023-09-30 | $5.0M | 94k | 53.56 |
2023-06-30 | $7.3M | 132k | 55.33 |
2023-03-31 | $6.7M | 123k | 54.60 |
2022-12-31 | $6.3M | 115k | 54.49 |
2022-09-30 | $4.4M | 86k | 51.23 |