J P Morgan Exchange-traded F shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 72k | 57.53 |
| 2024-09-30 | $4.1M | 69k | 59.51 |
| 2024-06-30 | $3.4M | 61k | 56.68 |
| 2024-03-31 | $3.3M | 57k | 57.86 |
| 2023-12-31 | $2.4M | 44k | 54.98 |
| 2023-09-30 | $2.0M | 37k | 53.56 |
| 2023-06-30 | $1.5M | 28k | 55.33 |
| 2023-03-31 | $809k | 15k | 54.60 |
| 2022-12-31 | $262k | 4.8k | 54.49 |