J P Morgan Exchange-traded F shares owned by Clarity Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Clarity Wealth Advisors
from 13F filings
Historical chart of Clarity Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Clarity Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 55k | 59.51 |
| 2024-06-30 | $3.1M | 55k | 56.68 |
| 2024-03-31 | $3.1M | 54k | 57.86 |
| 2023-12-31 | $2.7M | 49k | 54.98 |
| 2023-09-30 | $2.3M | 43k | 53.56 |
| 2023-06-30 | $2.4M | 43k | 55.33 |
| 2023-03-31 | $1.6M | 30k | 54.60 |
| 2022-12-31 | $878k | 16k | 54.49 |
| 2022-09-30 | $771k | 15k | 51.20 |
| 2022-06-30 | $871k | 16k | 55.44 |
| 2022-03-31 | $571k | 9.3k | 61.33 |
| 2021-12-31 | $227k | 3.6k | 62.93 |