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PERSONAL CFO SOLUTIONS, LLC
> JEPI
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 111,542 | 3,011 | 6,171,642,000 | 245,868,000 | $55,330.21 |
03/31/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 108,531 | 6,600 | 5,925,774,000 | 371,560,000 | $54,599.83 |
12/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 101,931 | 3,976 | 5,554,214,000 | 5,549,196,000 | $54,489.94 |
09/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 97,955 | 320 | 5,018,000 | -396,000 | $51.23 |
06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 97,635 | 1,800 | 5,414,000 | -470,000 | $55.45 |
03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 95,835 | 95,835 | 5,884,000 | 5,884,000 | $61.40 |
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