J P Morgan Exchange-traded F shares owned by Naviter Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $508k | 8.5k | 59.51 |
| 2024-06-30 | $8.9M | 158k | 56.68 |
| 2024-03-31 | $8.6M | 148k | 57.86 |
| 2023-12-31 | $7.2M | 131k | 55.40 |
| 2023-09-30 | $6.7M | 124k | 53.56 |
| 2023-06-30 | $5.9M | 107k | 55.33 |