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J P Morgan Exchange-traded F shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 37k 57.86
2023-12-31 $1.9M 35k 54.98
2023-09-30 $1.8M 33k 53.56

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View all positions for Walter & Keenan Financial Consulting

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
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F