J P Morgan Exchange-traded F shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 62k | 59.51 |
| 2024-06-30 | $3.1M | 55k | 56.68 |
| 2024-03-31 | $3.2M | 56k | 57.86 |
| 2023-12-31 | $2.9M | 53k | 54.98 |
| 2023-09-30 | $2.8M | 53k | 53.56 |
| 2023-06-30 | $2.4M | 44k | 55.33 |
| 2023-03-31 | $2.2M | 41k | 54.60 |
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