J P Morgan Exchange-traded F shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi 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 Venturi 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 Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.1M | 19k | 56.68 |
2024-03-31 | $1.1M | 18k | 57.86 |
2023-12-31 | $1.0M | 19k | 54.98 |
2023-09-30 | $964k | 18k | 53.56 |
2023-06-30 | $158k | 2.9k | 55.33 |
2023-03-31 | $347k | 6.4k | 54.60 |
2022-12-31 | $373k | 6.9k | 54.49 |