J P Morgan Exchange-traded F shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 53k | 59.51 |
| 2024-06-30 | $3.1M | 54k | 56.68 |
| 2024-03-31 | $3.3M | 57k | 57.86 |
| 2023-12-31 | $15M | 281k | 54.98 |
| 2023-09-30 | $17M | 312k | 53.56 |
| 2023-06-30 | $17M | 310k | 55.33 |
| 2023-03-31 | $2.1M | 39k | 54.60 |
| 2022-12-31 | $22M | 406k | 54.49 |
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