J P Morgan Exchange-traded F shares owned by BlackDiamond Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by BlackDiamond Wealth Management
from 13F filings
Historical chart of BlackDiamond Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by BlackDiamond Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $569k | 9.9k | 57.53 |
| 2024-09-30 | $595k | 9.9k | 59.97 |
| 2024-06-30 | $551k | 9.8k | 56.22 |
| 2024-03-31 | $1.1M | 19k | 57.86 |
| 2023-12-31 | $1.2M | 22k | 55.93 |
| 2023-09-30 | $1.1M | 22k | 52.12 |
| 2023-06-30 | $1.0M | 19k | 55.83 |
| 2023-03-31 | $608k | 11k | 54.67 |
| 2022-12-31 | $2.0M | 37k | 55.19 |
| 2022-09-30 | $1.9M | 35k | 53.43 |
| 2022-06-30 | $225k | 4.0k | 55.75 |
| 2022-03-31 | $694k | 11k | 61.39 |
| 2021-12-31 | $750k | 12k | 63.16 |
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