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J P Morgan Exchange-traded F shares owned by Colony

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

Historical chart of Colony investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2024-06-30 $25M 447k 56.68
2024-03-31 $783k 14k 57.89
2023-12-31 $491k 8.9k 55.01

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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
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
RiverFront Investment Group
Janney Montgomery Scott
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F