Institutional & Family Asset Management »

J P Morgan Exchange-traded F shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset 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 Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 51k 57.86
2023-12-31 $3.0M 55k 54.98
2023-03-31 $58k 1.1k 54.60

More positions owned by Institutional & Family Asset Management

Ishares Tr Core Msci Eafe (IEFA)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset 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
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding J P Morgan Exchange-traded F