J P Morgan Exchange-traded F shares owned by Goldstein Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $20M | 360k | 56.68 |
| 2024-03-31 | $20M | 348k | 57.86 |
| 2023-12-31 | $18M | 324k | 54.98 |
| 2023-09-30 | $17M | 318k | 53.56 |
| 2023-06-30 | $17M | 299k | 55.33 |
| 2023-03-31 | $16M | 296k | 54.60 |