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J P Morgan Exchange-traded F shares owned by Campbell Deegan Wealth Management

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

Historical chart of Campbell Deegan 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 Campbell Deegan 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 Campbell Deegan Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 87k 57.10
2025-06-30 $4.1M 71k 56.85
2025-03-31 $2.3M 41k 57.14
2024-12-31 $1.3M 23k 57.53

More positions owned by Campbell Deegan Wealth Management

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Fidelity Covington Trust Low Volity Etf (FDLO)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Philip Morris International (PM)
Alphabet Cap Stk Cl A (GOOGL)
Atlantic Union B (AUB)
Intercontinental Exchange (ICE)
Exxon Mobil Corporation (XOM)

View all positions for Campbell Deegan 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