J P Morgan Exchange-traded F shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 168k | 59.51 |
| 2024-06-30 | $9.2M | 162k | 56.68 |
| 2024-03-31 | $8.8M | 152k | 57.86 |
| 2023-12-31 | $7.0M | 127k | 54.98 |
| 2023-09-30 | $6.6M | 123k | 53.56 |
| 2023-06-30 | $6.0M | 108k | 55.33 |
| 2023-03-31 | $5.2M | 95k | 54.60 |
| 2022-12-31 | $4.8M | 88k | 54.49 |
| 2022-09-30 | $2.5M | 49k | 51.22 |
| 2022-06-30 | $2.3M | 41k | 55.45 |
| 2022-03-31 | $2.1M | 33k | 61.39 |
| 2021-12-31 | $1.9M | 31k | 63.18 |
More positions owned by High Net Worth Advisory Group
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