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J P Morgan Exchange-traded F shares owned by Boyum Wealth Architects

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

Historical chart of Boyum Wealth Architects 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 Boyum Wealth Architects 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 Boyum Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 116k 57.10
2025-06-30 $5.0M 88k 56.85

More positions owned by Boyum Wealth Architects

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pgim Etf Tr Total Return Bon (PTRB)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Strategic Trust Running Gwth Etf (RUNN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F High Yield Muni (JMHI)

View all positions for Boyum Wealth Architects

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