J P Morgan Exchange-traded F shares owned by HB Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 49k | 59.51 |
| 2024-06-30 | $2.7M | 48k | 56.68 |
| 2024-03-31 | $2.9M | 50k | 57.86 |
| 2023-12-31 | $2.8M | 51k | 54.98 |
| 2023-09-30 | $3.4M | 63k | 53.56 |
| 2023-06-30 | $3.5M | 63k | 55.33 |
| 2023-03-31 | $3.5M | 64k | 54.60 |
| 2022-12-31 | $3.1M | 57k | 54.49 |
| 2022-09-30 | $2.9M | 58k | 51.23 |
| 2022-06-30 | $3.1M | 56k | 55.45 |
| 2022-03-31 | $2.9M | 47k | 61.40 |
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