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J P Morgan Exchange-traded F shares owned by Cedarwood Wealth

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

Historical chart of Cedarwood Wealth 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 Cedarwood Wealth 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 Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 38k 58.61

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Fundstrat Granny (GRNY)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Cedarwood Wealth

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada
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

View all funds holding J P Morgan Exchange-traded F