J P Morgan Exchange-traded F shares owned by Continuum Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.0M | 87k | 57.53 |
| 2024-09-30 | $4.8M | 80k | 59.78 |
| 2024-06-30 | $3.4M | 60k | 56.68 |
| 2024-03-31 | $3.2M | 55k | 57.03 |
| 2023-12-31 | $2.8M | 51k | 54.98 |
| 2023-09-30 | $2.6M | 48k | 53.56 |
| 2023-06-30 | $2.5M | 46k | 55.33 |
| 2023-03-31 | $2.4M | 44k | 54.60 |
| 2022-12-31 | $1.7M | 32k | 54.49 |
| 2022-09-30 | $986k | 19k | 51.24 |
| 2022-06-30 | $443k | 8.0k | 55.40 |
| 2022-03-31 | $253k | 4.3k | 58.55 |