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J P Morgan Exchange-traded F shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $299k 5.3k 56.68
2022-12-31 $244k 4.5k 54.48

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Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded Ft Vest Ris (RDVI)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
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Ea Series Trust Freedom 100 Em (FRDM)
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American Centy Etf Tr Avantis Intl Sml (AVDS)
Apple (AAPL)

View all positions for Adamsbrown Wealth Consultants

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F