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J P Morgan Exchange-traded F shares owned by Atticus Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atticus Wealth Management from 13F filings

Historical chart of Atticus Wealth Management 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 Atticus Wealth Management 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $76k 1.3k 59.51
2024-06-30 $71k 1.3k 56.69
2024-03-31 $71k 1.2k 57.84
2023-12-31 $66k 1.2k 54.99
2023-09-30 $63k 1.2k 53.58
2023-06-30 $64k 1.2k 55.35
2023-03-31 $62k 1.1k 54.62