Ducere Wealth Management »

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

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

Historical chart of Ducere 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 Ducere Wealth Management 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 Ducere Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3M 59k 56.48
2026-03-31 $3.7M 65k 56.68
2025-12-31 $4.0M 70k 57.24

More positions owned by Ducere Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Tcw Etf Trust Flexible Income (FLXR)
Bloom Energy Corp Com Cl A (BE)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amphenol Corp Cl A (APH)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Goldman Sachs Etf Tr Activebeta Us (GSSC)

View all positions for Ducere Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F