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

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

Historical chart of Fullerton 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 Fullerton 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 Fullerton Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 39k 57.24

More positions owned by Fullerton Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust State Street Spd (SPTM)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Fullerton Advisors

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group
Stifel Financial

View all funds holding J P Morgan Exchange-traded F