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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> JEPI
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 0 | -66,329 | 0 | -3,614,268,000 | |
12/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 66,329 | -12,238 | 3,614,268,000 | 3,610,243,000 | $54,490.01 |
09/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 78,567 | 16,537 | 4,025,000 | 585,000 | $51.23 |
06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 62,030 | 30,182 | 3,440,000 | 1,485,000 | $55.46 |
03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 31,848 | 8,914 | 1,955,000 | 506,000 | $61.39 |
12/31/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 22,934 | 22,934 | 1,449,000 | 1,449,000 | $63.18 |
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