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J P Morgan Exchange-traded F shares owned by Foguth Wealth Management

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

Historical chart of Foguth Wealth Management 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 Foguth Wealth Management 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 Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 200k 58.99
2024-06-30 $8.1M 142k 56.68
2024-03-31 $6.0M 103k 57.86

More positions owned by Foguth Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Divid Etf (DIVB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr Core Us Aggbd Et (AGG)
RBB Us Treas 5 Yr Nt (UFIV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)

View all positions for Foguth Wealth Management

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