J P Morgan Exchange-traded F shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf 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 Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $344k | 6.0k | 57.53 |
| 2024-09-30 | $439k | 7.4k | 59.51 |
| 2024-06-30 | $507k | 8.9k | 56.68 |
| 2024-03-31 | $509k | 8.8k | 57.86 |
| 2023-12-31 | $883k | 16k | 54.98 |
| 2023-09-30 | $311k | 5.8k | 53.56 |
| 2023-06-30 | $266k | 4.8k | 55.33 |
| 2023-03-31 | $250k | 4.6k | 54.61 |
| 2022-12-31 | $99k | 1.8k | 54.48 |
| 2022-09-30 | $23k | 447 | 51.45 |
| 2022-06-30 | $16k | 292 | 54.79 |
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