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J P Morgan Exchange-traded F shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private 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 Flagship Private 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 24k 56.48

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Global 100 Etf (IOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Etf (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Global Tech Etf (IXN)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Flagship Private Wealth

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