J P Morgan Exchange-traded F shares owned by Sunbelt Securities
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 31k | 59.51 |
| 2024-06-30 | $1.9M | 33k | 56.68 |
| 2024-03-31 | $1.7M | 29k | 57.86 |
| 2023-12-31 | $1.4M | 26k | 54.98 |
| 2023-09-30 | $1.4M | 25k | 53.56 |
| 2023-06-30 | $981k | 18k | 55.33 |
| 2023-03-31 | $684k | 13k | 54.21 |
| 2022-12-31 | $493k | 9.0k | 54.49 |
| 2022-09-30 | $268k | 5.2k | 51.28 |
| 2022-03-31 | $874k | 14k | 61.59 |
| 2021-12-31 | $354k | 5.8k | 60.75 |