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J P Morgan Exchange-traded F shares owned by Montis Financial

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

Historical chart of Montis Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $523k 9.0k 57.86

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

View all funds holding J P Morgan Exchange-traded F