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J P Morgan Exchange-traded F shares owned by John A. Wolfe & Associates

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by John A. Wolfe & Associates from 13F filings

Historical chart of John A. Wolfe & Associates 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 John A. Wolfe & Associates 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 John A. Wolfe & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 195k 57.24

More positions owned by John A. Wolfe & Associates

J P Morgan Exchange Traded F Ultra Shrt Etf Etf (JPST)
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH)
Pimco Etf Tr Shtrm Mun Bd Act Etf (SMMU)
J P Morgan Exchange Traded F Equity Premium Etf (JEPI)
Dimensional Etf Trust Ultrashort Fixed Etf (DUSB)
Vanguard Whitehall Fds Intl High Etf Etf (VYMI)
Ishares Tr Core S&p Mcp Etf Etf (IJH)
Vanguard World Fd Inf Tech Etf Etf (VGT)
Vaneck Etf Trust Ig Floating Rate Etf (FLTR)
Ishares Tr S&p Sml 600 Gwt Etf (IJT)
Ishares Inc Msci Gbl Etf Etf (ACWV)
Vanguard Index Fds Mid Cap Etf Etf (VO)
Invsc Qqq Trust Srs 1 Uie (QQQ)
American Centy Etf Tr Us Sml Cp Valu Etf (AVUV)
Vanguard Whitehall Fds High Div Yld Etf (VYM)

View all positions for John A. Wolfe & Associates

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F