J P Morgan Exchange-traded F shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $84M | 1.4M | 59.51 |
| 2024-06-30 | $72M | 1.3M | 56.68 |
| 2024-03-31 | $68M | 1.2M | 57.86 |
| 2023-12-31 | $53M | 959k | 54.98 |
| 2023-09-30 | $22M | 401k | 53.56 |
| 2023-06-30 | $19M | 349k | 55.33 |
| 2023-03-31 | $18M | 331k | 54.60 |
| 2022-12-31 | $16M | 293k | 54.49 |
| 2022-09-30 | $4.0M | 79k | 51.23 |
| 2022-06-30 | $252k | 4.4k | 57.26 |
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