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

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

Historical chart of Fairway 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 Fairway Wealth 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 Fairway Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.3M 126k 57.53
2024-09-30 $7.7M 129k 59.51
2024-06-30 $6.5M 114k 56.68
2024-03-31 $4.2M 72k 57.86
2023-12-31 $2.0M 36k 54.98

More positions owned by Fairway Wealth

Vanguard Short Term Infl-protected Etf (VTIP)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Wisdomtree Large Cap Dividend Etf (DLN)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Msci Eafe Etf (IEFA)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fairway Wealth

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F