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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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