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J P Morgan Exchange-traded F shares owned by InterOcean Capital Group

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

Historical chart of InterOcean Capital Group 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 InterOcean Capital Group 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 InterOcean Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 228k 57.86
2023-12-31 $12M 213k 54.98
2023-09-30 $202k 3.8k 53.57
2023-06-30 $284k 5.1k 55.33

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Exxon Mobil Corp Stock (XOM)
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View all positions for InterOcean Capital Group

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