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J P Morgan Exchange-traded F shares owned by Anchor Capital Management Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Anchor Capital Management Group from 13F filings

Historical chart of Anchor Capital Management Group 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 Anchor Capital Management Group 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 Anchor Capital Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 40k 57.10
2025-06-30 $2.3M 40k 56.85

More positions owned by Anchor Capital Management Group

Invesco Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf (SPY)
First Am govt ob fd cl x (FGXXX)
Global X Fds nasdaq 100 cover (QYLD)
Pimco Dynamic Incm Fund (PDI)
J P Morgan Exchange-traded F (JEPI)
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ)
PIMCO Dynamic Income Opportuni (PDO)
First Tr Exchange Traded Fd high income etf (FTHI)
First Tr Exchange Traded Fd low beta income (FTQI)
Tidal Tr Ii (QQQY)
Tidal Tr Ii Defiance (WDTE)
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC)
Neos Etf Trust (QQQH)
Blackrock Science & (BST)

View all positions for Anchor Capital Management Group

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