J P Morgan Exchange-traded F shares owned by StrongBox Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by StrongBox Wealth
from 13F filings
Historical chart of StrongBox Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by StrongBox Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.3M | 145k | 57.53 |
| 2024-09-30 | $8.7M | 147k | 59.51 |
| 2024-06-30 | $8.6M | 151k | 56.68 |
| 2024-03-31 | $8.4M | 144k | 57.86 |
| 2023-12-31 | $8.0M | 146k | 54.98 |
| 2023-09-30 | $7.7M | 144k | 53.56 |
| 2023-06-30 | $7.8M | 141k | 55.33 |
| 2023-03-31 | $7.3M | 135k | 54.60 |
| 2022-12-31 | $6.7M | 122k | 54.49 |
| 2022-09-30 | $5.2M | 101k | 51.23 |
| 2022-06-30 | $4.2M | 77k | 55.45 |
| 2022-03-31 | $3.2M | 52k | 61.41 |
| 2021-12-31 | $2.5M | 39k | 63.20 |
| 2021-09-30 | $1.6M | 26k | 59.62 |