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
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Goldstein Advisors 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 Goldstein Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |