J P Morgan Exchange-traded F shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $284k | 5.0k | 57.14 |
| 2024-12-31 | $424k | 7.4k | 57.53 |
| 2024-09-30 | $466k | 7.8k | 59.51 |
| 2024-06-30 | $451k | 8.0k | 56.68 |
| 2024-03-31 | $499k | 8.6k | 57.86 |
| 2023-12-31 | $474k | 8.6k | 54.98 |
| 2023-09-30 | $452k | 8.4k | 53.56 |
| 2023-06-30 | $467k | 8.4k | 55.33 |
| 2023-03-31 | $461k | 8.4k | 54.60 |
| 2022-12-31 | $457k | 8.4k | 54.49 |
| 2022-09-30 | $448k | 8.4k | 53.45 |
| 2022-06-30 | $505k | 9.1k | 55.42 |
| 2022-03-31 | $526k | 9.1k | 57.73 |
| 2021-12-31 | $565k | 8.9k | 63.16 |
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