J P Morgan Exchange-traded F shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $316k | 5.8k | 54.49 |
| 2022-09-30 | $297k | 5.8k | 51.21 |
| 2022-03-31 | $338k | 5.5k | 61.45 |
| 2021-12-31 | $348k | 5.5k | 63.27 |
| 2021-09-30 | $328k | 5.5k | 59.64 |
| 2021-06-30 | $309k | 5.1k | 60.59 |
| 2021-03-31 | $296k | 5.1k | 58.04 |
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