Sterling Manor Financial »

J P Morgan Exchange-traded F shares owned by Sterling Manor Financial

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

Historical chart of Sterling Manor 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 Sterling Manor 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 Sterling Manor Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $435k 7.5k 57.86
2023-12-31 $367k 6.7k 54.98

More positions owned by Sterling Manor Financial

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Wellington Us Value Factr (VFVA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Ishares Semicdtr (SOXX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Global X Fds Defense Tech Etf (SHLD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for Sterling Manor Financial

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