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J P Morgan Exchange-traded F shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $823k 14k 57.11
2025-06-30 $756k 13k 56.85
2025-03-31 $19M 331k 55.75
2024-12-31 $1.1M 19k 59.09

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NVIDIA Corporation (NVDA)
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Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

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