J P Morgan Exchange-traded F shares owned by Sigma Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 107k | 54.98 |
| 2023-09-30 | $13M | 239k | 53.56 |
| 2023-06-30 | $13M | 230k | 55.33 |
| 2023-03-31 | $24M | 441k | 54.60 |
| 2022-12-31 | $21M | 382k | 54.49 |
| 2022-09-30 | $7.5M | 147k | 51.23 |
| 2022-06-30 | $4.0M | 72k | 55.45 |
| 2022-03-31 | $3.0M | 48k | 61.40 |
| 2021-12-31 | $2.7M | 42k | 63.18 |
| 2021-09-30 | $2.2M | 36k | 59.61 |
| 2021-06-30 | $1.4M | 23k | 60.55 |
| 2021-03-31 | $216k | 3.7k | 58.10 |