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J P Morgan Exchange-traded F shares owned by Benchmark Financial

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

Historical chart of Benchmark Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Benchmark Financial 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 Benchmark Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 63k 57.24

More positions owned by Benchmark Financial

Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SJNK)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Benchmark Financial

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
Atlantic Trust
HighTower Advisors
RiverFront Investment Group
Stifel Financial

View all funds holding J P Morgan Exchange-traded F