J P Morgan Exchange-traded F shares owned by Curran Financial Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Curran Financial Partners
from 13F filings
Historical chart of Curran Financial Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Curran Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 203k | 55.64 |
| 2023-09-30 | $10M | 192k | 53.56 |
| 2023-06-30 | $10M | 184k | 55.33 |
| 2023-03-31 | $9.4M | 172k | 54.60 |
| 2022-12-31 | $7.8M | 143k | 54.49 |
| 2022-09-30 | $6.2M | 122k | 51.23 |
| 2022-06-30 | $4.3M | 78k | 55.44 |
| 2022-03-31 | $3.2M | 52k | 61.40 |
| 2021-12-31 | $1.4M | 22k | 63.20 |