Hamilton Wealth »

J P Morgan Exchange-traded F shares owned by Hamilton Wealth

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

Historical chart of Hamilton Wealth 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 Hamilton Wealth 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 Hamilton Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $295k 5.1k 57.53
2023-09-30 $546k 10k 53.56
2023-06-30 $563k 10k 55.33

More positions owned by Hamilton Wealth

Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Merck & Co (MRK)
Vanguard World Financials Etf (VFH)
Direxion Shs Etf Tr Daily Technology (TECS)

View all positions for Hamilton Wealth

Top funds holding J P Morgan Exchange-traded F

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
Stifel Financial

View all funds holding J P Morgan Exchange-traded F