J P Morgan Exchange-traded F shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.7M | 32k | 53.56 |
| 2023-06-30 | $1.7M | 31k | 55.33 |
| 2023-03-31 | $1.7M | 30k | 54.60 |
| 2022-12-31 | $1.6M | 30k | 55.06 |
| 2022-09-30 | $1.5M | 29k | 51.24 |
| 2022-06-30 | $1.5M | 28k | 55.46 |
| 2022-03-31 | $1.6M | 27k | 61.39 |
More positions owned by Evergreen Capital Management
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