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J P Morgan Exchange-traded F shares owned by Curi Wealth Management

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

Historical chart of Curi Wealth 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 Curi Wealth 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 Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 9.1k 54.98
2023-09-30 $501k 9.4k 53.56
2023-06-30 $250k 4.5k 55.33

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F