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

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

Historical chart of Ccg 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 Ccg 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 Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 3.7k 56.68

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View all positions for Ccg Wealth Management

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F