J P Morgan Exchange-traded F shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth 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 Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Monterey Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 35k | 59.51 |
2024-06-30 | $1.7M | 30k | 56.68 |