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J P Morgan Exchange-traded F shares owned by Harbor Investment Advisory

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Harbor Investment Advisory from 13F filings

Historical chart of Harbor Investment Advisory 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 Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 56k 57.86
2023-12-31 $2.7M 50k 54.98
2023-09-30 $2.0M 37k 53.56
2023-06-30 $2.2M 40k 55.33
2023-03-31 $2.1M 39k 54.60
2022-12-31 $2.2M 40k 54.49
2022-09-30 $1.5M 29k 51.21
2022-06-30 $1.6M 28k 55.44
2022-03-31 $1.2M 19k 61.40
2021-12-31 $988k 16k 63.16
2021-09-30 $474k 7.9k 59.65
2021-06-30 $312k 5.2k 60.48
2021-03-31 $145k 2.5k 57.93