J P Morgan Exchange-traded F shares owned by Evergreen Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Evergreen Wealth Management
from 13F filings
Historical chart of Evergreen Wealth 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 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 123k | 59.51 |
| 2024-06-30 | $6.0M | 106k | 56.68 |
| 2024-03-31 | $6.1M | 106k | 57.86 |
| 2023-12-31 | $5.8M | 106k | 54.98 |
| 2023-09-30 | $5.6M | 104k | 53.56 |
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