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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

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Quarterly 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