Excelsior Advisor Network »

J P Morgan Exchange-traded F shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $366k 6.5k 56.48

More positions owned by Excelsior Advisor Network

First Financial Bankshares (FFIN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchange-traded SHS (FVD)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Gold Tr Ishares New (IAU)
Targa Res Corp (TRGP)
Abbvie (ABBV)
Wells Fargo & Company (WFC)
Exxon Mobil Corporation (XOM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

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