Evoke Wealth »

J P Morgan Exchange-traded F shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth 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 Evoke Wealth 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 Evoke Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $618k 10k 59.51

More positions owned by Evoke Wealth

Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

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
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F