J P Morgan Exchange-traded F shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Glassman Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $14k | 240 | 59.51 |
2024-06-30 | $13k | 225 | 56.68 |
2024-03-31 | $13k | 220 | 57.74 |
2023-12-31 | $3.1k | 57 | 54.49 |
2023-09-30 | $3.0k | 55 | 53.89 |
2023-06-30 | $6.6k | 119 | 55.33 |