J P Morgan Exchange-traded F shares owned by Lionsbridge Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lionsbridge Wealth Management
from 13F filings
Historical chart of Lionsbridge Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lionsbridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 62k | 59.51 |
| 2024-06-30 | $4.0M | 71k | 56.68 |
| 2024-03-31 | $4.2M | 72k | 57.86 |
| 2023-12-31 | $3.9M | 71k | 54.98 |
| 2023-09-30 | $2.2M | 42k | 53.56 |
| 2023-06-30 | $2.3M | 42k | 55.33 |
| 2023-03-31 | $2.4M | 44k | 54.60 |
| 2022-12-31 | $2.4M | 44k | 54.49 |
More positions owned by Lionsbridge Wealth Management
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