J P Morgan Exchange-traded F shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 53k | 59.51 |
| 2024-06-30 | $3.0M | 52k | 56.68 |
| 2024-03-31 | $3.0M | 52k | 57.86 |
| 2023-12-31 | $2.6M | 46k | 54.98 |
| 2023-09-30 | $3.6k | 1.0k | 3.56 |
| 2023-06-30 | $55k | 1.0k | 55.33 |
| 2023-03-31 | $55k | 1.0k | 54.60 |
| 2022-12-31 | $54k | 1.0k | 54.12 |