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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
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