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J P Morgan Exchange-traded F shares owned by Marks Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $42M 724k 57.86
2023-06-30 $86M 1.6M 55.33

More positions owned by Marks Wealth

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Etf Ser Solutions Us Glb Jets (JETS)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr Sbi Materials (XLB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Procter & Gamble Company (PG)
Becton, Dickinson and (BDX)
Vaneck Etf Trust Oil Services Etf (OIH)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Prosperity Bancshares (PB)
Paypal Holdings (PYPL)

View all positions for Marks Wealth

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