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J P Morgan Exchange-traded F shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2023-09-30 $32M 593k 53.56

More positions owned by Brian McDonald

Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Ishares Tr Common (IVV)
Eli Lilly & Co Common (LLY)
Amazon Common (AMZN)
Spdr S&p 500 Etf Tr Common (SPY)
Nvidia Corporation Common (NVDA)
Alphabet Common (GOOGL)
Home Depot Common (HD)
Jpmorgan Chase & Co Common (JPM)
Exxon Mobil Corp Common (XOM)
Ishares Tr Common (IWB)
Alphabet Common (GOOG)
Ishares Tr Common (IWF)
Johnson & Johnson Common (JNJ)

View all positions for Brian McDonald

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F