Steward Partners Investment Advisory »

J P Morgan Exchange-traded F shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $40M 706k 56.68
2024-03-31 $35M 599k 57.86
2023-12-31 $29M 534k 54.98
2023-09-30 $25M 468k 53.56
2023-06-30 $23M 420k 55.33
2023-03-31 $20M 369k 54.60
2022-12-31 $14M 253k 54.49
2022-09-30 $11M 217k 51.23
2022-06-30 $10M 184k 55.45
2022-03-31 $9.6M 156k 61.40
2021-12-31 $5.3M 84k 63.19
2021-09-30 $1.0M 17k 59.61
2021-03-31 $105k 1.8k 58.12