NEXT Financial »

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

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

Historical chart of NEXT Financial 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 NEXT Financial 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 NEXT Financial

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.6M 41k 63.18
2021-09-30 $2.5M 42k 59.60
2021-06-30 $1.0M 17k 60.57
2021-03-31 $327k 5.6k 58.04

More positions owned by NEXT Financial

Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Fds Health Car Etf (VHT)

View all positions for NEXT Financial

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