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J P Morgan Exchange-traded F shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors 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 Brown Financial Advisors 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 61k 59.51
2024-06-30 $3.3M 58k 56.68

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Protn (TJUL)
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Brown Financial Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F