J P Morgan Exchange-traded F shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $413k | 7.1k | 57.86 |
| 2023-12-31 | $373k | 6.8k | 54.98 |
| 2023-09-30 | $378k | 7.1k | 53.56 |
| 2023-06-30 | $388k | 7.0k | 55.33 |
| 2023-03-31 | $395k | 7.2k | 54.60 |
| 2022-12-31 | $378k | 6.9k | 54.49 |
| 2022-09-30 | $383k | 7.5k | 51.17 |
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