J P Morgan Exchange-traded F shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors 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 LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by LGT Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $940k | 16k | 59.51 |
2024-06-30 | $587k | 10k | 56.68 |
2024-03-31 | $375k | 6.5k | 57.86 |
2023-12-31 | $372k | 6.8k | 54.98 |
2023-09-30 | $314k | 5.9k | 53.56 |
2023-06-30 | $440k | 7.9k | 55.33 |
2023-03-31 | $324k | 5.9k | 54.60 |