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J P Morgan Exchange-traded F shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $375k 7.0k 53.56
2023-06-30 $303k 5.5k 55.33
2022-12-31 $242k 4.4k 54.49

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Global 100 Etf (IOO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Ns 7handl Idx (HNDL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

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
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F