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J P Morgan Exchange-traded F shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 4.0k 56.68
2025-12-31 $1.6M 28k 57.24

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View all positions for IFG Advisory

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