Cypress Wealth Services »

J P Morgan Exchange-traded F shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth 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 Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $702k 12k 57.24

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F