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J P Morgan Exchange-traded F shares owned by 21 West Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by 21 West Wealth Management from 13F filings

Historical chart of 21 West Wealth Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by 21 West Wealth 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 21 West Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 91k 57.10
2025-06-30 $5.1M 89k 56.85

More positions owned by 21 West Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)

View all positions for 21 West Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F