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J P Morgan Exchange-traded F shares owned by Bauman Advisory Group

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

Historical chart of Bauman Advisory Group 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 Bauman Advisory Group 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 Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 81k 57.24

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Shares Represent (IAUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Apple (AAPL)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Zacks Trust Small/mid Cap (SMIZ)

View all positions for Bauman Advisory Group

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