Anderson Financial Strategies »

J P Morgan Exchange-traded F shares owned by Anderson Financial Strategies

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

Historical chart of Anderson Financial Strategies 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 Anderson Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.0M 36k 57.14
2024-12-31 $38 1 38.00

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F