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J P Morgan Exchange-traded F shares owned by Fortis Advisors

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

Historical chart of Fortis Advisors 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 Fortis Advisors 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $578k 10k 57.53
2024-09-30 $587k 9.9k 59.51
2024-06-30 $374k 6.6k 56.68
2024-03-31 $171k 3.0k 57.86

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Vanguard Specialized Funds Div App Etf (VIG)
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World Gold Tr Spdr Gld Minis (GLDM)
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Vanguard Wellington Us Value Factr (VFVA)
Vaneck Etf Trust Agribusiness Etf (MOO)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)

View all positions for Fortis Advisors

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