J P Morgan Exchange-traded F shares owned by Bridgewealth Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bridgewealth Advisory Group
from 13F filings
Historical chart of Bridgewealth Advisory Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.7M | 115k | 57.86 |
| 2023-12-31 | $2.3M | 42k | 54.98 |
| 2023-09-30 | $1.3M | 24k | 53.56 |
| 2023-06-30 | $1.0M | 18k | 55.33 |
| 2023-03-31 | $585k | 11k | 54.60 |
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