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J P Morgan Exchange-traded F shares owned by Edge Financial Advisors

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

Historical chart of Edge Financial Advisors 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 Edge Financial Advisors 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 Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $720k 13k 57.10

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Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
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American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Edge Financial Advisors

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