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
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $35M | 618k | 57.10 |
| 2025-06-30 | $36M | 630k | 56.85 |
| 2025-03-31 | $30M | 521k | 57.14 |
| 2024-12-31 | $29M | 502k | 57.53 |
| 2024-09-30 | $31M | 523k | 59.51 |
| 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 | $25M | 454k | 54.60 |
| 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
View all positions for LLBH Private Wealth Management