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J P Morgan Exchange-traded F shares owned by Cladis Investment Advisory

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

Historical chart of Cladis Investment Advisory 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 Cladis Investment Advisory 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 Cladis Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 4.5k 56.48

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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