J P Morgan Exchange-traded F shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord 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 Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-12-31 | $1.4M | 25k | 54.98 |
| 2023-09-30 | $1.5M | 28k | 53.56 |
| 2023-06-30 | $2.5M | 44k | 55.33 |
| 2023-03-31 | $379k | 6.9k | 54.60 |
| 2022-12-31 | $2.2M | 40k | 54.49 |
| 2022-06-30 | $999 | 12 | 83.33 |
| 2022-03-31 | $1.0k | 11 | 90.91 |
| 2021-12-31 | $999 | 9 | 111.11 |