J P Morgan Exchange-traded F shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 391k | 59.51 |
| 2024-06-30 | $21M | 373k | 56.68 |
| 2024-03-31 | $25M | 438k | 57.86 |
| 2023-09-30 | $24M | 451k | 53.56 |
| 2023-06-30 | $30M | 534k | 55.33 |
| 2023-03-31 | $14M | 250k | 54.60 |
| 2022-12-31 | $12M | 222k | 54.49 |
| 2022-09-30 | $8.8M | 172k | 51.23 |
| 2022-06-30 | $7.4M | 133k | 55.45 |
| 2022-03-31 | $7.2M | 117k | 61.40 |
| 2021-12-31 | $2.0M | 32k | 63.19 |
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