J P Morgan Exchange-traded F shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 313k | 59.51 |
| 2024-06-30 | $17M | 294k | 56.68 |
| 2024-03-31 | $15M | 261k | 57.86 |
| 2023-12-31 | $12M | 213k | 54.98 |
| 2023-09-30 | $9.7M | 181k | 53.56 |
| 2023-06-30 | $8.3M | 150k | 55.33 |
| 2023-03-31 | $6.8M | 124k | 54.60 |
| 2022-12-31 | $5.1M | 93k | 54.49 |
| 2022-09-30 | $3.2M | 63k | 51.23 |