Generation Capital Management »

J P Morgan Exchange-traded F shares owned by Generation Capital Management

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

Historical chart of Generation Capital 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 Generation Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 27k 57.10
2025-06-30 $1.4M 24k 56.85

More positions owned by Generation Capital Management

RBB Us Treas 3 Mnth (TBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Netflix (NFLX)

View all positions for Generation Capital Management

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F