J P Morgan Exchange-traded F shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe 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 Belpointe Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $6.1M | 104k | 58.83 |
2024-09-30 | $6.1M | 103k | 59.51 |
2024-06-30 | $4.6M | 81k | 56.68 |
2024-03-31 | $3.8M | 66k | 57.86 |
2023-09-30 | $3.5M | 65k | 53.56 |
2023-06-30 | $3.3M | 60k | 55.33 |
2023-03-31 | $6.1M | 112k | 54.60 |
2022-12-31 | $4.3M | 79k | 54.49 |
2022-09-30 | $1.1M | 21k | 51.27 |
2022-06-30 | $5.2M | 93k | 55.45 |
2022-03-31 | $344k | 5.6k | 61.34 |
2021-12-31 | $290k | 4.6k | 63.15 |
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