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J P Morgan Exchange-traded F shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 23k 57.86
2023-12-31 $1.4M 26k 54.98
2023-09-30 $279k 5.2k 53.56
2023-06-30 $265k 4.8k 55.33

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Dbx Etf Tr Xtrack Usd High (HYLB)
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Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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