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J P Morgan Exchange-traded F shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $784k 14k 56.68
2024-03-31 $540k 9.3k 57.86
2023-09-30 $375k 7.0k 53.56
2023-06-30 $303k 5.5k 55.33
2022-12-31 $242k 4.4k 54.49