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J P Morgan Exchange-traded F shares owned by Berger Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $414k 7.2k 57.86
2023-12-31 $393k 7.2k 54.98
2023-09-30 $235k 4.4k 53.56