J P Morgan Exchange-traded F shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 64k | 54.98 |
| 2023-09-30 | $3.1M | 57k | 53.56 |
| 2023-06-30 | $3.0M | 54k | 55.33 |
| 2023-03-31 | $2.7M | 50k | 54.60 |
| 2022-12-31 | $2.2M | 40k | 54.49 |
| 2022-09-30 | $1.9M | 37k | 51.23 |
| 2022-06-30 | $499k | 9.0k | 55.42 |
| 2022-03-31 | $331k | 5.4k | 61.36 |