J P Morgan Exchange-traded F shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.1M | 52k | 59.51 |
2024-06-30 | $3.0M | 53k | 56.68 |
2024-03-31 | $2.7M | 47k | 57.86 |
2023-12-31 | $2.4M | 44k | 54.98 |
2023-09-30 | $2.3M | 44k | 53.56 |
2023-06-30 | $2.2M | 40k | 55.33 |
2023-03-31 | $2.1M | 38k | 54.60 |
2022-12-31 | $2.0M | 37k | 54.49 |
2022-09-30 | $1.6M | 32k | 51.24 |