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J P Morgan Exchange-traded F shares owned by Greenwood Capital Associates

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

Historical chart of Greenwood Capital Associates investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Greenwood Capital Associates 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 Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $624k 11k 57.10

More positions owned by Greenwood Capital Associates

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Us Aggbd Et (AGG)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)
Ishares Msci Emrg Chn (EMXC)
Broadcom (AVGO)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core Msci Total (IXUS)

View all positions for Greenwood Capital Associates

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