J P Morgan Exchange-traded F shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $531k | 9.7k | 54.98 |
| 2023-09-30 | $669k | 13k | 53.56 |
| 2023-06-30 | $735k | 13k | 55.33 |
| 2023-03-31 | $589k | 11k | 54.60 |
| 2022-12-31 | $568k | 10k | 54.49 |
| 2022-09-30 | $567k | 11k | 51.27 |
| 2022-06-30 | $1.3M | 24k | 55.46 |
| 2022-03-31 | $957k | 16k | 61.41 |
| 2021-12-31 | $984k | 16k | 63.17 |
| 2021-09-30 | $677k | 11k | 59.59 |
| 2021-06-30 | $315k | 5.2k | 60.61 |
More positions owned by Aurum Wealth Management Group
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