J P Morgan Exchange-traded F shares owned by Claro Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 53k | 59.51 |
| 2024-06-30 | $2.8M | 50k | 56.68 |
| 2024-03-31 | $2.7M | 48k | 57.86 |
| 2023-12-31 | $2.7M | 49k | 54.98 |
| 2023-09-30 | $2.5M | 47k | 53.56 |
| 2023-06-30 | $2.5M | 44k | 55.33 |
| 2023-03-31 | $2.4M | 44k | 54.60 |
| 2022-12-31 | $2.3M | 42k | 54.49 |