J P Morgan Exchange-traded F shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17k | 280 | 59.51 |
| 2024-06-30 | $16k | 280 | 56.68 |
| 2024-03-31 | $16k | 280 | 57.86 |
| 2023-12-31 | $15k | 280 | 54.98 |
| 2023-09-30 | $15k | 280 | 53.56 |
| 2023-06-30 | $16k | 280 | 55.33 |
| 2023-03-31 | $15k | 280 | 54.60 |
| 2022-12-31 | $15k | 280 | 54.49 |
| 2022-09-30 | $14k | 280 | 50.00 |
| 2022-06-30 | $13k | 230 | 56.52 |
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