J P Morgan Exchange-traded F shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Cyndeo Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $995k | 17k | 57.86 |
2023-12-31 | $796k | 15k | 54.98 |
2023-09-30 | $775k | 15k | 53.56 |
2023-06-30 | $801k | 15k | 55.33 |
2023-03-31 | $456k | 8.3k | 54.60 |
2022-12-31 | $455k | 8.3k | 54.49 |