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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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