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J P Morgan Exchange-traded F shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors 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 Acumen Wealth Advisors 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 382 56.48

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View all positions for Acumen Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F