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J P Morgan Exchange-traded F shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $212k 3.7k 56.67
2024-03-31 $214k 3.7k 57.87
2023-12-31 $200k 3.6k 54.98

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
HighTower Advisors
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Raymond James Financial Services Advisors
Janney Montgomery Scott
Raymond James & Associates
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F