J P Morgan Exchange-traded F shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 22k | 59.51 |
| 2024-06-30 | $1.1M | 20k | 56.68 |
| 2024-03-31 | $1.1M | 20k | 57.86 |
| 2023-12-31 | $403k | 7.3k | 54.98 |
| 2023-09-30 | $392k | 7.3k | 53.56 |
| 2023-06-30 | $405k | 7.3k | 55.33 |
| 2023-03-31 | $400k | 7.3k | 54.60 |
| 2022-12-31 | $399k | 7.3k | 54.49 |
| 2020-12-31 | $117k | 2.1k | 55.71 |