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J P Morgan Exchange-traded F shares owned by Foundry Financial Group

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

Historical chart of Foundry Financial Group 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 Foundry Financial Group 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 Foundry Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 105k 57.86
2023-12-31 $4.8M 87k 54.98

More positions owned by Foundry Financial Group

Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr International Lr (AVIV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Foundry Financial Group

Top funds holding J P Morgan Exchange-traded F

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
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding J P Morgan Exchange-traded F