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J P Morgan Exchange-traded F shares owned by Claris Financial

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

Historical chart of Claris 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 Claris 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 3.8k 57.24

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Jpmorgan Chase & Co Common Stock (JPM)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class C Common Stock (GOOG)

View all positions for Claris Financial

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