J P Morgan Exchange-traded F shares owned by Waterloo Capital
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.5M | 95k | 57.53 |
| 2024-09-30 | $6.2M | 104k | 59.51 |
| 2024-06-30 | $6.3M | 112k | 56.68 |
| 2024-03-31 | $6.0M | 103k | 57.86 |
| 2023-09-30 | $1.0M | 19k | 53.56 |
| 2023-06-30 | $861k | 16k | 55.33 |
| 2023-03-31 | $662k | 12k | 54.60 |