Bridge Advisory, LLC’s J P Morgan Exchange Traded F Position
Does Bridge Advisory, LLC own J P Morgan Exchange Traded F (JEPI)? Yes — 36.4K shares worth $2M (+1.03% of its 13F portfolio) as of Q3 2024, down from 36.9K shares the prior filed quarter.
Position Value
$2M
Q3 2024
Shares
36.4K
% of Portfolio
+1.03%
Quarters Held
15
currently held
Position History JEPI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 36.4K | $2M | +1.03% |
| Q2 2024 | 36.9K | $2M | +1.03% |
| Q1 2024 | 34.6K | $2M | +0.99% |
| Q4 2023 | 37.1K | $2M | +1.02% |
| Q3 2023 | 38.6K | $2M | +0.72% |
| Q2 2023 | 38.8K | $2M | +0.79% |
| Q1 2023 | 38.7K | $2M | +0.82% |
| Q4 2022 | 29.7K | $2M | +0.68% |
| Q3 2022 | 33.5K | $2M | +0.84% |
| Q2 2022 | 33.0K | $2M | +0.88% |
| Q1 2022 | 33.0K | $2M | +0.89% |
| Q4 2021 | 22.4K | $1M | +0.64% |
| Q3 2021 | 19.8K | $1M | +0.58% |
| Q2 2021 | 16.4K | $996,000 | +0.51% |
| Q1 2021 | 7.9K | $458,000 | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bridge Advisory, LLC’s full portfolio or all institutional holders of JEPI.