J P Morgan Exchange-traded F shares owned by Websterrogers Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Websterrogers Financial Advisors
from 13F filings
Historical chart of Websterrogers Financial Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Websterrogers Financial Advisors 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 Websterrogers Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.2M | 21k | 57.86 |
2023-09-30 | $313k | 5.8k | 53.56 |
2023-06-30 | $276k | 5.0k | 55.33 |
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