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J P Morgan Exchange-traded F shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $79k 1.4k 57.86
2023-12-31 $290k 5.3k 54.98
2023-09-30 $350k 6.5k 53.56

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Dow (DOW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
PIMCO Corporate Opportunity Fund (PTY)
Eli Lilly & Co. (LLY)
Blackrock Core Bd Tr Shs Ben Int (BHK)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Sym Financial Corporation

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