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J P Morgan Exchange-traded F shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8k 32 57.25
2023-03-31 $9.7k 177 54.60

More positions owned by IAG Wealth Partners

State Street MF Closed and MF Open (SPYM)
Jpmorgan Active MF Closed and MF Open (JBND)
Nyli Mackay MF Closed and MF Open (MMIT)
Goldman Sachs MF Closed and MF Open (GSLC)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (DIVB)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Wisdomtree U S MF Closed and MF Open (DON)
Vanguard Growth MF Closed and MF Open (VUG)
Pgim Ultra MF Closed and MF Open (PULS)
Simplify Managed MF Closed and MF Open (CTA)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada
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

View all funds holding J P Morgan Exchange-traded F