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J P Morgan Exchange-traded F shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 420k 54.98
2023-09-30 $21M 387k 53.56
2023-06-30 $21M 378k 55.33
2023-03-31 $20M 359k 54.60
2022-12-31 $15M 273k 54.49
2022-09-30 $11M 211k 51.23
2022-06-30 $7.3M 131k 55.45
2022-03-31 $5.5M 89k 61.40
2021-12-31 $1.4M 22k 63.21