JP Morgan 6.125 Perp '24 FRN shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of JP Morgan 6.125 Perp '24 FRN shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in JP Morgan 6.125 Perp '24 FRN
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Quarterly reported holdings in JP Morgan 6.125 Perp '24 FRN by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $885k | 895k | 0.99 |
| 2023-06-30 | $889k | 895k | 0.99 |
| 2023-03-31 | $871k | 895k | 0.97 |
| 2022-12-31 | $879k | 905k | 0.97 |
| 2022-09-30 | $875k | 905k | 0.97 |
| 2022-06-30 | $858k | 905k | 0.95 |
| 2022-03-31 | $913k | 905k | 1.01 |
| 2021-12-31 | $962k | 905k | 1.06 |
| 2021-09-30 | $941k | 875k | 1.08 |
| 2021-06-30 | $948k | 875k | 1.08 |
| 2021-03-31 | $981k | 902k | 1.09 |