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J P Morgan Exchange-traded F shares owned by Cpwa

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

Historical chart of Cpwa investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Cpwa 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 Cpwa

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 20k 55.85

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View all positions for Cpwa

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