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J P Morgan Exchange-traded F shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $728k 13k 56.48

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F