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J P Morgan Exchange-traded F shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management 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 Alpine Bank 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 Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 109k 57.10
2025-06-30 $5.9M 104k 56.85
2024-09-30 $4.3k 73 59.51

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Jp Morgan Exchange Traded Fd fund (JCPB)
Wisdomtree Floating Rate Treasury Fund (USFR)
Wisdomtree Tr (GDE)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
Vanguard Bd Index Fds (VUSB)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Growth Index (IVW)
RBB (TBIL)
Microsoft Corporation (MSFT)
Colgate-Palmolive Company (CL)
J P Morgan Exchange-traded F (JEPI)

View all positions for Alpine Bank 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