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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

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Quarterly reported holdings in J P Morgan Exchange-traded F by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 3.6k 57.87

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View all positions for Beacon Financial Planning

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