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J P Morgan Exchange-traded F shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 71k 56.48

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Ishares Tr Us Aer Def Etf (ITA)
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View all positions for Capstone Wealth Management Group

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
LPL Financial
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
CIBC Bancorp USA
HighTower Advisors

View all funds holding J P Morgan Exchange-traded F