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J P Morgan Exchange-traded F shares owned by Hiley Hunt Wealth Management

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

Historical chart of Hiley Hunt Wealth Management 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 Hiley Hunt Wealth Management 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 Hiley Hunt Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 3.8k 56.67

More positions owned by Hiley Hunt Wealth Management

Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Hiley Hunt Wealth Management

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