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J P Morgan Exchange-traded F shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $708k 13k 56.68

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

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