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

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

Historical chart of Dogwood 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 Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 318 57.18
2025-06-30 $18k 314 56.88
2025-03-31 $17k 304 57.19
2024-12-31 $17k 299 57.50

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F