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J P Morgan Exchange-traded F shares owned by Edgemoor Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Edgemoor Investment Advisors from 13F filings

Historical chart of Edgemoor Investment Advisors 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 Edgemoor Investment Advisors 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 61k 54.98
2023-09-30 $3.1M 57k 53.56
2023-06-30 $2.7M 49k 55.33
2023-03-31 $2.6M 48k 54.60
2022-12-31 $2.4M 44k 54.49
2022-09-30 $2.2M 44k 51.23
2022-06-30 $2.0M 35k 55.45