J P Morgan Exchange-traded F shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in J P Morgan Exchange-traded F
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $166k | 2.9k | 57.86 |
2023-12-31 | $194k | 3.5k | 54.98 |
2023-09-30 | $289k | 5.4k | 53.56 |
2023-06-30 | $310k | 5.6k | 55.33 |
2023-03-31 | $11k | 200 | 54.60 |
2022-12-31 | $11k | 200 | 54.49 |
2022-09-30 | $10k | 201 | 49.75 |
2022-06-30 | $46k | 835 | 55.09 |
2022-03-31 | $51k | 835 | 61.08 |
2021-12-31 | $53k | 835 | 63.47 |
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