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J P Morgan Exchange-traded F shares owned by Lakeview Capital Partners

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

Historical chart of Lakeview Capital Partners investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $811k 15k 54.98

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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