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J P Morgan Exchange-traded F shares owned by Greenwich Wealth Management

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

Historical chart of Greenwich Wealth Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Greenwich Wealth 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 Greenwich Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 44k 54.97
2023-09-30 $291k 5.4k 53.56

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View all positions for Greenwich Wealth Management

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
Janney Montgomery Scott
Raymond James Financial Services Advisors
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F