J P Morgan Exchange-traded F shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $38M | 682k | 54.98 |
| 2023-09-30 | $30M | 563k | 53.56 |
| 2023-06-30 | $9.4M | 170k | 55.33 |
| 2023-03-31 | $8.0M | 147k | 54.60 |
| 2022-12-31 | $6.4M | 117k | 54.49 |
| 2022-09-30 | $3.9M | 76k | 51.23 |
| 2022-06-30 | $2.4M | 44k | 55.45 |
| 2022-03-31 | $1.0M | 17k | 61.32 |
| 2021-12-31 | $621k | 9.8k | 63.24 |
| 2021-09-30 | $226k | 3.8k | 59.79 |
More positions owned by H D Vest Advisory Services
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