J P Morgan Exchange-traded F shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148k | 2.6k | 57.10 |
| 2025-06-30 | $148k | 2.6k | 56.85 |
| 2025-03-31 | $148k | 2.6k | 57.14 |
| 2024-12-31 | $149k | 2.6k | 57.53 |
| 2024-09-30 | $154k | 2.6k | 59.51 |
| 2024-06-30 | $147k | 2.6k | 56.68 |
| 2024-03-31 | $38k | 660 | 57.86 |
| 2021-12-31 | $6.0k | 101 | 59.41 |
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