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J P Morgan Exchange-traded F shares owned by Daymark Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Daymark Wealth Partners from 13F filings

Historical chart of Daymark Wealth Partners investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 271k 59.51
2024-03-31 $9.8M 170k 57.86
2023-12-31 $8.8M 159k 54.98
2023-09-30 $7.7M 144k 53.56
2023-06-30 $7.9M 143k 55.33
2023-03-31 $3.2M 59k 54.60
2022-12-31 $2.0M 37k 54.49