Beacon Financial Planning »

J P Morgan Exchange-traded F shares owned by Beacon Financial Planning

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

Historical chart of Beacon Financial Planning 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 Beacon Financial Planning 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 Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $420k 7.4k 56.68
2024-06-30 $210k 3.7k 56.69
2024-03-31 $211k 3.6k 57.87

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F