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J P Morgan Exchange-traded F shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 184 57.16
2025-06-30 $5.5k 96 56.85

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

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