J P Morgan Exchange-traded F shares owned by Alterity Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Alterity Financial Group
from 13F filings
Historical chart of Alterity Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Alterity Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $291k | 5.3k | 54.98 |
| 2023-09-30 | $289k | 5.4k | 53.56 |
| 2023-06-30 | $279k | 5.0k | 55.33 |
| 2023-03-31 | $297k | 5.4k | 54.60 |
| 2022-12-31 | $294k | 5.4k | 54.49 |
| 2022-09-30 | $285k | 5.6k | 51.31 |
| 2022-06-30 | $322k | 5.8k | 55.47 |
| 2021-12-31 | $338k | 5.4k | 63.12 |
| 2021-03-31 | $353k | 5.8k | 61.34 |