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J P Morgan Exchange-traded F shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth 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 Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 8.8k 57.86
2023-12-31 $883k 16k 54.98
2023-09-30 $311k 5.8k 53.56
2023-06-30 $266k 4.8k 55.33
2023-03-31 $250k 4.6k 54.61
2022-12-31 $99k 1.8k 54.48
2022-09-30 $23k 447 51.45
2022-06-30 $16k 292 54.79