J P Morgan Exchange-traded F shares owned by Westshore Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $7.0M | 127k | 55.33 |
| 2023-03-31 | $6.2M | 114k | 54.60 |
| 2022-12-31 | $5.7M | 104k | 54.49 |
| 2022-09-30 | $5.4M | 106k | 51.23 |
| 2022-06-30 | $5.3M | 96k | 55.45 |
| 2022-03-31 | $4.3M | 70k | 61.40 |
| 2021-12-31 | $3.8M | 60k | 63.19 |