J P Morgan Exchange-traded F shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $6.0M | 107k | 56.68 |
| 2024-03-31 | $6.1M | 106k | 57.86 |
| 2023-12-31 | $5.7M | 104k | 54.98 |
| 2023-09-30 | $5.8M | 108k | 53.56 |
| 2023-06-30 | $374k | 6.8k | 55.34 |
| 2023-03-31 | $291k | 5.3k | 54.60 |
| 2022-12-31 | $331k | 6.1k | 54.49 |
| 2022-09-30 | $277k | 5.4k | 51.24 |
| 2022-06-30 | $214k | 3.9k | 55.40 |