J P Morgan Exchange-traded F shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 33k | 59.51 |
| 2024-06-30 | $1.8M | 33k | 56.68 |
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $1.7M | 31k | 54.98 |
| 2023-09-30 | $1.5M | 29k | 53.56 |
| 2023-06-30 | $796k | 14k | 55.33 |
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