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J P Morgan Exchange-traded F shares owned by J.W. Burns & Company

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by J.W. Burns & Company from 13F filings

Historical chart of J.W. Burns & Company investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by J.W. Burns & Company 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 J.W. Burns & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 3.8k 56.48

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F