J P Morgan Exchange-traded F shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.5M | 109k | 59.51 |
| 2024-06-30 | $6.1M | 106k | 57.48 |
| 2024-03-31 | $5.5M | 98k | 55.93 |
| 2023-12-31 | $5.0M | 90k | 54.98 |
| 2023-09-30 | $5.2M | 97k | 53.56 |
| 2023-06-30 | $3.3M | 60k | 55.33 |
| 2023-03-31 | $5.6k | 103 | 54.50 |
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