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J P Morgan Exchange-traded F shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $115k 2.0k 57.53
2024-09-30 $119k 2.0k 59.51

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F