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J P Morgan Exchange-traded F shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners Financial 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 Cary Street Partners Financial 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $60M 1.1M 57.10
2025-06-30 $56M 982k 56.85

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
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Vanguard Growth Etf Etf (VUG)
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Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
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State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

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