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J P Morgan Exchange-traded F shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 314k 54.98
2023-09-30 $16M 294k 53.56
2023-06-30 $14M 247k 55.33
2023-03-31 $2.5M 46k 54.60

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

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
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F