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J P Morgan Exchange-traded F shares owned by Bridge Generations Wealth Management

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

Historical chart of Bridge Generations Wealth Management 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 Bridge Generations Wealth Management 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 Bridge Generations Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 21 57.14
2025-06-30 $1.2k 21 56.86
2025-03-31 $1.2k 21 57.14

More positions owned by Bridge Generations Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Bridge Generations Wealth Management

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