Ashton Thomas Private Wealth »

J P Morgan Exchange-traded F shares owned by Ashton Thomas Private Wealth

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Ashton Thomas Private Wealth from 13F filings

Historical chart of Ashton Thomas Private 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 Ashton Thomas Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 95k 57.86
2023-12-31 $5.2M 95k 54.98
2023-09-30 $3.9M 72k 53.56
2023-06-30 $1.9M 34k 55.33
2023-03-31 $1.6M 29k 54.60
2022-12-31 $1.3M 24k 54.49
2022-09-30 $782k 15k 51.23
2022-06-30 $826k 15k 55.45
2022-03-31 $214k 3.5k 61.40
2021-12-31 $289k 4.6k 63.19