J P Morgan Exchange-traded F shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 114k | 53.27 |
| 2023-09-30 | $4.3M | 84k | 51.30 |
| 2023-06-30 | $628k | 15k | 42.19 |
| 2023-03-31 | $582k | 14k | 41.00 |
| 2022-12-31 | $355k | 10k | 35.33 |
| 2022-09-30 | $235k | 4.6k | 51.29 |
| 2022-06-30 | $10k | 182 | 54.95 |
| 2021-12-31 | $193k | 3.1k | 63.28 |
| 2021-09-30 | $274k | 4.6k | 59.57 |
| 2021-06-30 | $279k | 4.6k | 60.65 |
| 2021-03-31 | $192k | 3.3k | 58.18 |
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