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

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

Historical chart of Cornerstone Financial Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Cornerstone 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 Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 400 56.48
2026-03-31 $23k 400 56.68

More positions owned by Cornerstone Financial Management

Vanguard Morningstar Mega Cap Value Etf Etf (MGV)
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Schwab U.s. Large-cap Etf Etf (SCHX)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Vanguard Morningstar Mega Cap Etf Etf (MGC)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Msci Eafe Value Etf Etf (EFV)
Apple Stock (AAPL)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

View all positions for Cornerstone 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