J P Morgan Exchange-traded F shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners 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 Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Triad Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $291k | 5.0k | 57.86 |