J P Morgan Exchange-traded F shares owned by Prosperity Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Prosperity Wealth Management
from 13F filings
Historical chart of Prosperity 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 Prosperity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 30k | 59.51 |
| 2024-03-31 | $1.9M | 33k | 57.86 |
| 2023-12-31 | $1.8M | 33k | 54.98 |
| 2023-09-30 | $2.1M | 40k | 53.56 |
| 2023-06-30 | $1.9M | 35k | 55.33 |
| 2023-03-31 | $1.1M | 21k | 54.60 |
| 2022-12-31 | $1.3M | 24k | 54.49 |
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