J P Morgan Exchange-traded F shares owned by Lee Financial Group Hawaii
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lee Financial Group Hawaii
from 13F filings
Historical chart of Lee Financial Group Hawaii investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lee Financial Group Hawaii
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 37k | 57.86 |
| 2023-12-31 | $1.9M | 35k | 54.98 |
| 2023-09-30 | $1.7M | 32k | 53.56 |
| 2023-06-30 | $1.8M | 33k | 55.33 |
| 2023-03-31 | $1.3M | 23k | 54.60 |
| 2022-12-31 | $1.1M | 20k | 54.49 |
| 2022-09-30 | $992k | 19k | 51.22 |
| 2022-06-30 | $990k | 18k | 55.44 |
| 2022-03-31 | $498k | 8.1k | 61.44 |
| 2021-12-31 | $430k | 6.8k | 63.24 |
| 2021-09-30 | $411k | 6.9k | 59.58 |
| 2021-06-30 | $265k | 4.4k | 60.54 |
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