J P Morgan Exchange-traded F shares owned by Gradient Investments
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 311k | 54.98 |
| 2023-09-30 | $65M | 1.2M | 53.56 |
| 2023-06-30 | $65M | 1.2M | 55.33 |
| 2023-03-31 | $44M | 807k | 54.60 |
| 2022-12-31 | $44M | 804k | 54.49 |
| 2022-09-30 | $42M | 815k | 51.23 |
| 2022-06-30 | $46M | 825k | 55.45 |
| 2022-03-31 | $50M | 818k | 61.40 |
| 2021-12-31 | $48M | 764k | 63.19 |
| 2021-09-30 | $40M | 675k | 59.61 |