C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

J P Morgan Exchange-traded F shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $502k 8.4k 59.51
2024-06-30 $448k 7.9k 56.68
2023-09-30 $278k 5.2k 53.56

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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