J P Morgan Exchange-traded F shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
from 13F filings
Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 204k | 54.98 |
| 2023-09-30 | $10M | 192k | 53.56 |
| 2023-06-30 | $10M | 185k | 55.33 |
| 2023-03-31 | $8.5M | 158k | 54.21 |
| 2022-12-31 | $7.7M | 141k | 54.49 |
| 2022-09-30 | $7.2M | 140k | 51.23 |
| 2022-06-30 | $7.7M | 134k | 57.43 |
| 2022-03-31 | $3.0M | 49k | 61.41 |
| 2021-12-31 | $3.0M | 47k | 63.19 |
| 2021-09-30 | $2.3M | 39k | 59.61 |
| 2021-06-30 | $207k | 3.4k | 60.60 |
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