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J P Morgan Exchange-traded F shares owned by Anchor Pointe Wealth Management

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

Historical chart of Anchor Pointe 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 Anchor Pointe 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 Anchor Pointe Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $283k 4.9k 57.96

More positions owned by Anchor Pointe Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)

View all positions for Anchor Pointe Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Northwestern Mutual Wealth Management Company
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F