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J P Morgan Exchange-traded F shares owned by Means Investment

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Means Investment from 13F filings

Historical chart of Means Investment investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Means Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Means Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 67k 59.51
2024-06-30 $3.7M 65k 56.68
2024-03-31 $3.8M 66k 57.86
2023-12-31 $3.5M 64k 54.98
2023-09-30 $3.6M 68k 53.56
2023-06-30 $3.8M 69k 55.33
2023-03-31 $3.6M 66k 54.60
2022-12-31 $3.3M 60k 54.49
2022-09-30 $3.3M 65k 51.23
2022-06-30 $3.7M 67k 55.45
2022-03-31 $4.0M 65k 61.39
2021-12-31 $3.7M 59k 63.19
2021-09-30 $2.9M 49k 59.61
2021-06-30 $226k 3.7k 60.59