J P Morgan Exchange-traded F shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 110k | 59.51 |
| 2024-06-30 | $6.3M | 110k | 56.68 |
| 2024-03-31 | $7.1M | 123k | 57.86 |
| 2023-12-31 | $5.5M | 100k | 54.98 |
| 2023-09-30 | $4.3M | 81k | 53.56 |
| 2023-06-30 | $3.6M | 66k | 55.33 |
| 2023-03-31 | $778k | 14k | 54.60 |
| 2022-12-31 | $623k | 11k | 54.49 |
| 2022-09-30 | $542k | 11k | 51.27 |
| 2022-06-30 | $409k | 7.4k | 55.38 |