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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
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