J P Morgan Exchange-traded F shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 370k | 59.51 |
| 2024-06-30 | $19M | 343k | 56.68 |
| 2024-03-31 | $18M | 319k | 57.86 |
| 2023-12-31 | $16M | 288k | 54.98 |
| 2023-09-30 | $13M | 240k | 53.56 |
| 2023-06-30 | $4.5M | 81k | 55.33 |
| 2023-03-31 | $2.5M | 45k | 54.60 |
| 2022-12-31 | $2.0M | 38k | 54.49 |
| 2022-09-30 | $1.5M | 30k | 51.25 |
| 2022-06-30 | $2.0M | 36k | 55.44 |