J P Morgan Exchange-traded F shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 488k | 54.98 |
| 2023-09-30 | $24M | 451k | 53.56 |
| 2023-06-30 | $21M | 384k | 55.33 |
| 2023-03-31 | $18M | 333k | 54.60 |
| 2022-12-31 | $18M | 323k | 54.49 |
| 2022-09-30 | $16M | 313k | 51.23 |
| 2022-06-30 | $14M | 244k | 55.45 |
| 2022-03-31 | $13M | 209k | 61.40 |
| 2021-12-31 | $12M | 191k | 63.19 |
| 2021-09-30 | $11M | 176k | 59.61 |
| 2021-06-30 | $8.5M | 140k | 60.57 |
| 2021-03-31 | $5.9M | 102k | 58.12 |
| 2020-12-31 | $4.0M | 72k | 55.75 |
| 2020-09-30 | $1.4M | 26k | 53.33 |
| 2020-06-30 | $811k | 16k | 50.90 |
More positions owned by Cary Street Partner Investment Advisory
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