J P Morgan Exchange-traded F shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 75k | 57.86 |
| 2023-12-31 | $4.1M | 75k | 54.98 |
| 2023-09-30 | $4.3M | 80k | 53.56 |
| 2023-06-30 | $4.4M | 79k | 55.33 |
| 2023-03-31 | $7.4M | 135k | 54.60 |
| 2022-12-31 | $5.5M | 102k | 54.49 |
| 2022-09-30 | $1.5M | 28k | 51.22 |