J P Morgan Exchange-traded F shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $322k | 5.6k | 57.86 |
| 2023-12-31 | $314k | 5.7k | 54.98 |
| 2023-09-30 | $1.0M | 19k | 53.56 |
| 2023-06-30 | $1.0M | 19k | 55.33 |
| 2023-03-31 | $1.0M | 19k | 54.60 |
| 2022-12-31 | $1.1M | 20k | 54.49 |
| 2022-09-30 | $1.1M | 22k | 51.21 |
| 2022-06-30 | $1.3M | 23k | 55.45 |
| 2022-03-31 | $1.5M | 24k | 61.37 |
| 2021-12-31 | $1.3M | 20k | 63.19 |
| 2021-09-30 | $895k | 15k | 59.59 |
| 2021-06-30 | $712k | 12k | 60.54 |