J P Morgan Exchange-traded F shares owned by GeoWealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 25k | 59.51 |
| 2024-06-30 | $2.8M | 49k | 56.68 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $5.1M | 95k | 53.55 |
| 2023-06-30 | $3.2M | 57k | 55.33 |
| 2023-03-31 | $2.3M | 42k | 54.61 |
| 2022-12-31 | $2.2M | 41k | 54.51 |
| 2022-09-30 | $2.8M | 54k | 51.28 |
| 2022-06-30 | $6.4M | 115k | 55.44 |
| 2022-03-31 | $4.4M | 72k | 61.42 |
| 2021-12-31 | $4.7M | 74k | 63.19 |
| 2021-09-30 | $2.8M | 46k | 59.63 |
| 2021-06-30 | $731k | 12k | 60.54 |