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J P Morgan Exchange-traded F shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset Advisory Services 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 Capital Asset Advisory Services 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 Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $350k 6.2k 56.48

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Us Infr Dev Etf (PAVE)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Capital Asset Advisory Services

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F