J P Morgan Exchange-traded F shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 163k | 59.51 |
| 2024-06-30 | $8.0M | 142k | 56.68 |
| 2024-03-31 | $7.6M | 131k | 57.86 |
| 2023-12-31 | $6.9M | 125k | 54.98 |
| 2023-09-30 | $6.6M | 124k | 53.56 |
| 2023-06-30 | $6.7M | 122k | 55.33 |
| 2023-03-31 | $6.5M | 120k | 54.60 |
| 2022-12-31 | $7.0M | 129k | 54.49 |
| 2022-09-30 | $6.4M | 126k | 51.23 |
| 2022-06-30 | $6.1M | 111k | 55.45 |
| 2022-03-31 | $6.7M | 110k | 61.40 |
| 2021-12-31 | $6.8M | 107k | 63.19 |
More positions owned by Zimmermann Investment Management & Planning
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