J P Morgan Exchange-traded F shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private 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 LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $29M | 515k | 56.68 |
| 2024-03-31 | $30M | 514k | 57.86 |
| 2023-12-31 | $26M | 474k | 54.98 |
| 2023-09-30 | $23M | 434k | 53.56 |
| 2023-06-30 | $28M | 513k | 55.33 |
| 2023-03-31 | $25M | 454k | 54.60 |
| 2022-12-31 | $18M | 335k | 54.49 |
| 2022-09-30 | $12M | 241k | 51.23 |
| 2022-06-30 | $1.7M | 31k | 55.45 |
More positions owned by LLBH Private Wealth Management
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