J P Morgan Exchange-traded F shares owned by First Heartland Consultants
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 25k | 59.50 |
| 2024-06-30 | $1.8M | 32k | 56.68 |
| 2024-03-31 | $1.9M | 33k | 57.86 |
| 2023-12-31 | $2.1M | 29k | 74.25 |
| 2023-09-30 | $3.9M | 73k | 53.56 |
| 2023-06-30 | $4.7M | 85k | 55.33 |
| 2023-03-31 | $4.6M | 85k | 54.60 |
| 2022-12-31 | $3.9M | 72k | 54.49 |
| 2022-09-30 | $1.2M | 24k | 51.23 |
| 2022-06-30 | $414k | 7.5k | 55.44 |
| 2022-03-31 | $319k | 5.2k | 61.33 |
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