J P Morgan Exchange-traded F shares owned by Planning Directions
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 40k | 59.51 |
| 2024-06-30 | $2.1M | 36k | 56.68 |
| 2024-03-31 | $1.4M | 24k | 57.86 |
| 2023-12-31 | $454k | 8.3k | 54.98 |