Belpointe Asset Management »

J P Morgan Exchange-traded F shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 66k 57.86
2023-09-30 $3.5M 65k 53.56
2023-06-30 $3.3M 60k 55.33
2023-03-31 $6.1M 112k 54.60
2022-12-31 $4.3M 79k 54.49
2022-09-30 $1.1M 21k 51.27
2022-06-30 $5.2M 93k 55.45
2022-03-31 $344k 5.6k 61.34
2021-12-31 $290k 4.6k 63.15