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J P Morgan Exchange-traded F shares owned by TD Capital Management

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

Historical chart of TD Capital 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 TD Capital Management 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 TD Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $64k 1.2k 54.98
2023-12-31 $64k 1.2k 54.98
2022-09-30 $83k 1.6k 51.33

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Msci Total (IXUS)

View all positions for TD Capital Management

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