J P Morgan Exchange-traded F shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.9M | 162k | 54.98 |
2023-09-30 | $6.8M | 127k | 53.56 |
2023-06-30 | $7.5M | 136k | 55.33 |
2023-03-31 | $218k | 4.0k | 54.60 |
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