J P Morgan Exchange-traded F shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $35M | 599k | 57.86 |
| 2023-12-31 | $29M | 534k | 54.98 |
| 2023-09-30 | $25M | 468k | 53.56 |
| 2023-06-30 | $23M | 420k | 55.33 |
| 2023-03-31 | $20M | 369k | 54.60 |
| 2022-12-31 | $14M | 253k | 54.49 |
| 2022-09-30 | $11M | 217k | 51.23 |
| 2022-06-30 | $10M | 184k | 55.45 |
| 2022-03-31 | $9.6M | 156k | 61.40 |
| 2021-12-31 | $5.3M | 84k | 63.19 |
| 2021-09-30 | $1.0M | 17k | 59.61 |
| 2021-03-31 | $105k | 1.8k | 58.12 |
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