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J P Morgan Exchange-traded F shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 3.8k 56.68

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYG)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F