J P Morgan Exchange-traded F shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 37k | 57.86 |
| 2023-12-31 | $1.8M | 33k | 55.41 |
| 2023-09-30 | $1.6M | 29k | 53.56 |
| 2023-06-30 | $1.5M | 28k | 55.33 |
| 2023-03-31 | $1.3M | 24k | 54.60 |
| 2022-12-31 | $1.4M | 25k | 55.06 |
| 2022-09-30 | $1.2M | 24k | 51.22 |
| 2022-06-30 | $1.3M | 24k | 55.43 |
| 2022-03-31 | $1.6M | 25k | 61.39 |
| 2021-12-31 | $1.6M | 26k | 63.19 |
| 2021-09-30 | $1.6M | 26k | 59.60 |
| 2021-06-30 | $1.3M | 22k | 60.59 |
More positions owned by Steel Peak Wealth Management
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