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J P Morgan Exchange-traded F shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian Wealth 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 Etesian Wealth 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $673k 12k 57.86
2023-12-31 $458k 8.3k 54.98
2023-09-30 $292k 5.5k 53.56
2023-06-30 $219k 4.0k 55.33

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View all positions for Etesian Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Global Assets Advisory
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding J P Morgan Exchange-traded F