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J P Morgan Exchange-traded F shares owned by Argent Advisors

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

Historical chart of Argent Advisors 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 Argent Advisors 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 Argent Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $367k 6.7k 54.98
2023-09-30 $357k 6.7k 53.56
2023-06-30 $269k 3.6k 75.50
2023-03-31 $266k 4.9k 54.60
2022-12-31 $223k 4.1k 54.49

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iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
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iShares Lehman 1-3 Year Treas.Bond (SHY)
Ishares Tr core div grwth (DGRO)
iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
Exxon Mobil Corporation (XOM)
Ishares Inc emrgmkt dividx (DVYE)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Qualcomm (QCOM)
Verizon Communications (VZ)
Coca-Cola Company (KO)

View all positions for Argent Advisors

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F