J P Morgan Exchange-traded F shares owned by Allred Capital Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Allred Capital Management
from 13F filings
Historical chart of Allred Capital Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Allred Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 73k | 59.51 |
| 2024-06-30 | $3.8M | 67k | 56.68 |
| 2024-03-31 | $3.6M | 63k | 57.86 |
| 2023-12-31 | $2.9M | 53k | 54.98 |
| 2023-09-30 | $478k | 8.9k | 53.56 |
| 2023-06-30 | $265k | 4.8k | 55.33 |