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J P Morgan Exchange-traded F shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services 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 Coordinated Financial 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 27k 57.10
2025-06-30 $1.6M 28k 56.85
2024-12-31 $1.5M 27k 57.53

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial 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