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J P Morgan Exchange-traded F shares owned by Hellman Jordan Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Hellman Jordan Management from 13F filings

Historical chart of Hellman Jordan Management investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Hellman Jordan Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Hellman Jordan Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $5.4M 99k 54.49

More positions owned by Hellman Jordan Management

J P Morgan Exchange-traded F (JEPI)
iShares S&P SmallCap 600 Index (IJR)
iShares NASDAQ Biotechnology Index (IBB)
iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares MSCI Brazil Index (EWZ)
UnitedHealth (UNH)
SPDR Gold Trust (GLD)
Alphabet Inc Class A cs (GOOGL)
Palo Alto Networks (PANW)
Chart Industries (GTLS)
EOG Resources (EOG)
AECOM Technology Corporation (ACM)
Baker Hughes A Ge Company (BKR)
Diamondback Energy (FANG)
stock

View all positions for Hellman Jordan Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Global Assets Advisory
Cetera Investment Advisers
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding J P Morgan Exchange-traded F