Smartleaf Asset Management »

J P Morgan Exchange-traded F shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset Management 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 Smartleaf Asset Management 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 Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 65k 54.97
2023-12-31 $4.2M 76k 54.97

More positions owned by Smartleaf Asset Management

Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Wisdomtree Tr Us Quality Grow (QGRW)
Amazon (AMZN)

View all positions for Smartleaf Asset Management

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