J P Morgan Exchange-traded F shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $651k | 12k | 54.98 |
| 2023-09-30 | $636k | 12k | 53.56 |
| 2023-06-30 | $649k | 12k | 55.33 |
| 2023-03-31 | $606k | 11k | 54.60 |
| 2022-12-31 | $551k | 10k | 54.46 |
| 2022-09-30 | $673k | 13k | 51.26 |
| 2022-06-30 | $832k | 15k | 55.46 |
| 2022-03-31 | $702k | 11k | 61.42 |
| 2021-12-31 | $753k | 12k | 63.23 |
| 2021-09-30 | $221k | 3.7k | 59.50 |
| 2021-06-30 | $221k | 3.7k | 60.47 |
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