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J P Morgan Exchange-traded F shares owned by Allen Capital Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Allen Capital Group from 13F filings

Historical chart of Allen Capital Group 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 Allen Capital Group 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 Allen Capital Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 161k 54.98
2023-09-30 $9.3M 176k 52.96
2023-06-30 $12M 222k 55.33
2023-03-31 $11M 200k 54.60
2022-09-30 $7.4M 144k 51.23
2022-06-30 $8.3M 149k 55.45
2022-03-31 $8.7M 141k 61.40
2021-12-31 $7.7M 122k 63.19
2021-09-30 $5.6M 94k 59.61
2021-06-30 $3.5M 58k 60.56
2021-03-31 $3.9M 67k 58.13
2020-12-31 $2.8M 51k 55.76