Clear Harbor Asset Management »

J P Morgan Exchange-traded F shares owned by Clear Harbor Asset Management

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

Historical chart of Clear Harbor Asset 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 Clear Harbor Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Clear Harbor Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 3.9k 57.11
2025-06-30 $202k 3.6k 56.85

More positions owned by Clear Harbor Asset Management

Roper Industries (ROP)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Flex Ord (FLEX)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C Put Option (GOOG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Water Works (AWK)
Amazon (AMZN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Alphabet Cap Stk Cl A Put Option (GOOGL)
NVIDIA Corporation (NVDA)

View all positions for Clear Harbor Asset Management

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