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Comprehensive Money Management Services »

J P Morgan Exchange-traded F shares owned by Comprehensive Money Management Services

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

Historical chart of Comprehensive Money Management Services investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Comprehensive Money Management Services 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 Comprehensive Money Management Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$310k	5.4k	57.10
2025-06-30	$298k	5.2k	56.85

More positions owned by Comprehensive Money Management Services

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Ishares Tr Ultra Short Dur (ICSH)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Vanguard Index Fds Total Stk Mkt (VTI)

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Wisdomtree Tr Floatng Rat Trea (USFR)

Ishares Tr Cre U S Reit Etf (USRT)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Schwab Strategic Tr Us Tips Etf (SCHP)

Weyerhaeuser Co Mtn Be Com New (WY)

Kinder Morgan (KMI)

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View all positions for Comprehensive Money Management Services

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

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