J P Morgan Exchange-traded F shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 286k | 46.41 |
| 2025-06-30 | $10M | 220k | 46.32 |
| 2025-03-31 | $9.6M | 209k | 46.07 |
| 2024-12-31 | $9.2M | 202k | 45.46 |
| 2024-09-30 | $8.6M | 187k | 46.06 |
| 2024-06-30 | $7.4M | 164k | 45.46 |
| 2024-03-31 | $6.4M | 140k | 45.56 |
| 2023-12-31 | $5.7M | 124k | 45.61 |
| 2023-09-30 | $4.5M | 101k | 44.40 |
| 2023-06-30 | $4.3M | 94k | 45.20 |
| 2023-03-31 | $3.8M | 83k | 45.78 |
| 2022-12-31 | $3.6M | 79k | 45.12 |