J P Morgan Exchange-traded F shares owned by Guardian Financial Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Guardian Financial Partners
from 13F filings
Historical chart of Guardian Financial Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Guardian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 40k | 57.53 |
| 2024-09-30 | $2.2M | 36k | 59.51 |
| 2024-06-30 | $1.9M | 33k | 56.68 |
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $4.2M | 76k | 54.98 |
| 2023-09-30 | $3.6M | 68k | 53.56 |
| 2023-06-30 | $3.1M | 56k | 55.33 |
| 2023-03-31 | $2.0M | 37k | 54.60 |
| 2022-12-31 | $885k | 16k | 54.49 |
More positions owned by Guardian Financial Partners
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