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J P Morgan Exchange-traded F shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 19k 54.81
2023-09-30 $733k 14k 53.33
2023-06-30 $470k 8.5k 55.48

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Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F