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Gerber Kawasaki Wealth & Investment Management »

J P Morgan Exchange-traded F shares owned by Gerber Kawasaki Wealth & Investment Management

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

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Gerber Kawasaki Wealth & Investment 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 Gerber Kawasaki Wealth & Investment Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$213k	3.7k	56.69
2022-09-30	$222k	4.4k	51.02

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View all positions for Gerber Kawasaki Wealth & Investment Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley

Bank of America Corporation

Wells Fargo & Company

Envestnet Asset Management

Raymond James Financial

Royal Bank of Canada

LPL Financial

Nationwide Fund Advisors

UBS Group

Cetera Investment Advisers

Advisor Group Holdings

Commonwealth Equity Services

RiverFront Investment Group

Atlantic Trust

Jones Financial Companies, L.L

View all funds holding J P Morgan Exchange-traded F

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