Gilpin Wealth Management »

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

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

Historical chart of Gilpin 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 Gilpin Wealth 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $948k 17k 56.68

More positions owned by Gilpin Wealth Management

Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (FLRN)
Apple (AAPL)
Ishares Tr Core 30/70 Conse (AOK)
Spdr Series Trust State Street Spd (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
Fortinet (FTNT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Gilpin Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F