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J P Morgan Exchange-traded F shares owned by Independence Asset Advisors

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

Historical chart of Independence Asset 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 Independence Asset 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 Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $706k 12k 56.94
2025-06-30 $880k 16k 56.71
2025-03-31 $545k 9.6k 56.97

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J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Independence Asset Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F