J P Morgan Exchange-traded F shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 210k | 59.51 |
| 2024-06-30 | $12M | 204k | 56.68 |
| 2024-03-31 | $11M | 188k | 57.86 |
| 2023-12-31 | $9.7M | 177k | 54.98 |
| 2023-09-30 | $9.0M | 168k | 53.56 |
| 2023-06-30 | $8.3M | 150k | 55.33 |
| 2023-03-31 | $7.7M | 141k | 54.60 |
| 2022-12-31 | $6.5M | 120k | 54.49 |
| 2022-09-30 | $6.9M | 135k | 51.23 |
| 2022-06-30 | $7.1M | 129k | 55.45 |
| 2022-03-31 | $6.1M | 99k | 61.40 |
| 2021-12-31 | $5.5M | 86k | 63.19 |
| 2021-09-30 | $4.6M | 78k | 59.61 |
| 2021-06-30 | $4.8M | 79k | 60.57 |
| 2021-03-31 | $4.2M | 72k | 58.12 |
| 2020-12-31 | $2.5M | 45k | 55.75 |
| 2020-09-30 | $268k | 5.0k | 53.39 |