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J P Morgan Exchange-traded F shares owned by Insight 2811

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 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 Insight 2811 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 Insight 2811

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 4.7k 59.51
2024-06-30 $249k 4.4k 56.68

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fortune Brands (FBIN)

View all positions for Insight 2811

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F