J P Morgan Exchange-traded F shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment 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 Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 35k | 59.51 |
| 2024-03-31 | $2.0M | 34k | 57.86 |
| 2023-12-31 | $1.8M | 33k | 54.98 |
| 2023-09-30 | $1.9M | 35k | 53.56 |
| 2023-06-30 | $1.9M | 34k | 55.33 |
| 2023-03-31 | $2.0M | 37k | 54.60 |
| 2022-12-31 | $2.0M | 38k | 54.49 |
| 2022-09-30 | $1.8M | 36k | 51.24 |
| 2022-06-30 | $1.8M | 32k | 55.44 |
| 2022-03-31 | $1.8M | 29k | 61.40 |
| 2021-12-31 | $1.9M | 29k | 63.17 |
| 2021-09-30 | $1.7M | 29k | 59.61 |
| 2021-06-30 | $1.6M | 27k | 60.57 |
| 2021-03-31 | $1.3M | 23k | 58.10 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors