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

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

Historical chart of Concorde 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 Concorde Asset 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 4.8k 59.51
2023-03-31 $3.0M 56k 54.60
2022-12-31 $2.3M 42k 54.49
2022-09-30 $474k 9.3k 51.19
2022-03-31 $2.6M 43k 61.41

More positions owned by Concorde Asset Management

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Concorde Asset Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F