J P Morgan Exchange-traded F shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 87k | 59.51 |
| 2024-06-30 | $4.6M | 83k | 55.52 |
| 2024-03-31 | $3.7M | 67k | 55.93 |
| 2023-12-31 | $3.5M | 63k | 54.98 |
| 2023-09-30 | $3.2M | 60k | 53.56 |
| 2023-06-30 | $2.3M | 42k | 55.33 |
| 2023-03-31 | $2.0M | 37k | 54.60 |
| 2022-12-31 | $1.4M | 26k | 54.49 |
| 2022-09-30 | $990k | 19k | 51.25 |
More positions owned by FRG Family Wealth Advisors
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