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J P Morgan Exchange-traded F shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 25k 57.10
2025-06-30 $1.1M 19k 56.85
2025-03-31 $1.0M 18k 57.14

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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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