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

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

Historical chart of FirstPurpose 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 FirstPurpose 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 FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $523k 9.2k 56.68
2023-12-31 $383k 7.0k 54.98
2023-09-30 $289k 5.4k 53.56

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Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
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
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F