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J P Morgan Exchange-traded F shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Allied Private Wealth 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 Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 19k 56.52

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Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F