J P Morgan Exchange-traded F shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 69k | 59.51 |
| 2024-06-30 | $5.1M | 90k | 56.68 |
| 2024-03-31 | $4.5M | 78k | 57.86 |
| 2023-12-31 | $3.7M | 67k | 54.98 |
| 2023-09-30 | $4.1M | 76k | 53.56 |
| 2023-06-30 | $4.8M | 87k | 55.33 |
| 2023-03-31 | $3.5M | 64k | 54.60 |
| 2022-12-31 | $3.2M | 59k | 54.49 |
| 2022-09-30 | $2.5M | 50k | 51.23 |
| 2022-06-30 | $2.9M | 53k | 55.46 |
| 2022-03-31 | $3.1M | 51k | 61.41 |
| 2021-12-31 | $2.6M | 40k | 63.20 |
| 2021-09-30 | $1.8M | 31k | 59.62 |
| 2021-06-30 | $352k | 5.8k | 60.55 |
| 2011-09-30 | $2.5M | 50k | 51.23 |
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