J P Morgan Exchange-traded F shares owned by Legacy Private Trust
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 142k | 59.51 |
| 2024-06-30 | $7.5M | 132k | 56.68 |
| 2024-03-31 | $7.6M | 131k | 57.86 |
| 2023-12-31 | $7.0M | 128k | 54.98 |
| 2023-09-30 | $5.2M | 97k | 53.56 |
| 2023-06-30 | $4.9M | 88k | 55.33 |
| 2023-03-31 | $4.9M | 90k | 54.60 |
| 2022-12-31 | $4.2M | 77k | 54.49 |