J P Morgan Exchange-traded F shares owned by Panoramic Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Panoramic Investment Advisors
from 13F filings
Historical chart of Panoramic Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Panoramic Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 48k | 59.51 |
| 2024-03-31 | $2.6M | 46k | 57.86 |
| 2023-12-31 | $2.2M | 41k | 54.98 |
| 2023-09-30 | $1.8M | 34k | 53.56 |
| 2022-12-31 | $620k | 11k | 54.49 |
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