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J P Morgan Exchange-traded F shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 379k 59.51
2024-06-30 $17M 295k 56.68
2024-03-31 $17M 290k 57.86
2023-12-31 $15M 267k 54.98
2023-09-30 $7.6M 141k 53.56
2023-06-30 $4.4M 80k 55.33
2023-03-31 $3.9M 72k 54.60
2022-12-31 $4.8M 89k 54.49
2022-09-30 $3.3M 64k 51.23
2022-06-30 $2.0M 36k 55.45
2022-03-31 $1.8M 29k 61.38
2021-12-31 $1.4M 22k 63.18
2021-09-30 $998k 17k 59.62
2021-06-30 $990k 16k 60.55
2021-03-31 $372k 6.4k 58.14