J P Morgan Exchange-traded F shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Wellington Shields & Co 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 Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $149k | 2.5k | 59.51 |
| 2024-06-30 | $142k | 2.5k | 56.68 |
| 2024-03-31 | $145k | 2.5k | 57.86 |
| 2023-12-31 | $55k | 1.0k | 54.98 |