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J P Morgan Exchange-traded F shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners 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 Axis Wealth Partners 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 Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $857k 15k 57.10
2025-06-30 $747k 13k 56.85
2025-03-31 $375k 6.6k 57.14
2024-12-31 $333k 5.8k 57.53

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View all positions for Axis Wealth Partners

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