J P Morgan Exchange-traded F shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $68M | 1.1M | 59.51 |
| 2024-06-30 | $64M | 1.1M | 56.68 |
| 2024-03-31 | $48M | 829k | 57.86 |
| 2023-12-31 | $39M | 696k | 55.41 |
| 2023-09-30 | $36M | 675k | 53.56 |
| 2023-06-30 | $36M | 658k | 55.33 |
| 2023-03-31 | $30M | 540k | 54.60 |
| 2022-12-31 | $22M | 405k | 54.49 |
| 2022-09-30 | $17M | 338k | 51.24 |
| 2022-06-30 | $14M | 246k | 55.45 |
| 2022-03-31 | $11M | 170k | 61.40 |