J P Morgan Exchange-traded F shares owned by Lokken Investment Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 21k | 59.51 |
| 2024-06-30 | $1.1M | 19k | 56.68 |
| 2024-03-31 | $1.1M | 19k | 57.86 |
| 2023-12-31 | $903k | 16k | 54.98 |
| 2023-09-30 | $601k | 11k | 53.56 |
| 2023-06-30 | $443k | 8.0k | 55.33 |
| 2023-03-31 | $380k | 7.0k | 54.60 |