J P Morgan Exchange-traded F shares owned by Lake Street Financial
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 124k | 59.51 |
| 2024-06-30 | $7.5M | 132k | 56.68 |
| 2024-03-31 | $7.9M | 137k | 57.86 |
| 2023-12-31 | $6.9M | 125k | 54.98 |
| 2023-09-30 | $8.7M | 162k | 53.73 |
| 2023-06-30 | $9.4M | 170k | 55.33 |
| 2023-03-31 | $9.8M | 179k | 54.60 |
| 2022-12-31 | $8.9M | 163k | 54.64 |
| 2022-09-30 | $7.6M | 149k | 51.23 |
| 2022-06-30 | $7.5M | 136k | 55.45 |
| 2022-03-31 | $6.4M | 104k | 61.40 |
| 2021-12-31 | $6.1M | 96k | 63.19 |
| 2021-09-30 | $2.5M | 42k | 59.60 |
| 2021-06-30 | $1.9M | 31k | 60.44 |