J P Morgan Exchange-traded F shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 23k | 57.86 |
| 2023-12-31 | $1.6M | 30k | 54.98 |
| 2023-09-30 | $3.6M | 65k | 55.33 |
| 2023-06-30 | $3.7M | 66k | 55.33 |
| 2023-03-31 | $3.7M | 68k | 54.60 |
| 2022-12-31 | $3.6M | 65k | 54.49 |
| 2022-09-30 | $3.2M | 63k | 51.23 |
| 2022-06-30 | $3.4M | 61k | 55.50 |
| 2022-03-31 | $3.1M | 50k | 61.41 |
| 2021-12-31 | $1.4M | 22k | 63.21 |
| 2021-09-30 | $1.0M | 17k | 59.61 |
| 2021-06-30 | $314k | 5.2k | 60.63 |
More positions owned by Coastal Investment Advisors
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