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J P Morgan Exchange-traded F shares owned by Compass Financial Management

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

Historical chart of Compass Financial 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $854k 15k 57.18

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View all positions for Compass Financial Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
LPL Financial
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Mml Investors Services
Jones Financial Companies, L.L

View all funds holding J P Morgan Exchange-traded F