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J P Morgan Exchange-traded F shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors 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 Pinnacle Family Advisors 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $420k 7.6k 54.98
2023-09-30 $381k 7.1k 53.56
2023-06-30 $363k 6.6k 55.33
2023-03-31 $242k 4.4k 54.60

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Etf Tr Ii Pinnacle Focused (FCUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
O'reilly Automotive (ORLY)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Pinnacle Family Advisors

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
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F