J P Morgan Exchange-traded F shares owned by IAM Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by IAM Advisory
from 13F filings
Historical chart of IAM Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $865k | 15k | 57.53 |
| 2024-09-30 | $888k | 15k | 59.51 |
| 2024-06-30 | $822k | 15k | 56.68 |
| 2024-03-31 | $751k | 13k | 57.86 |
| 2023-12-31 | $704k | 13k | 54.98 |
| 2023-09-30 | $815k | 15k | 53.56 |
| 2023-06-30 | $210k | 3.8k | 55.33 |
| 2023-03-31 | $595k | 11k | 54.60 |
| 2022-12-31 | $642k | 12k | 54.49 |
| 2022-09-30 | $857k | 17k | 51.25 |
| 2022-06-30 | $608k | 11k | 55.46 |
| 2022-03-31 | $389k | 6.3k | 61.32 |
| 2021-12-31 | $461k | 7.4k | 62.46 |
| 2021-09-30 | $279k | 4.6k | 60.05 |
| 2021-03-31 | $266k | 4.5k | 59.19 |
| 2020-12-31 | $245k | 4.4k | 55.43 |