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J P Morgan Exchange-traded F shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2k 39 56.51

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View all positions for Holos Integrated Wealth

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F