Kathmere Capital Management »

J P Morgan Exchange-traded F shares owned by Kathmere Capital Management

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

Historical chart of Kathmere Capital Management 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 Kathmere Capital Management 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 Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $31M 543k 57.86
2023-12-31 $29M 522k 54.98
2023-09-30 $28M 518k 53.56
2023-06-30 $27M 493k 55.33

More positions owned by Kathmere Capital Management

Ishares Tr Msci Usa Value (VLUE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Ishares Tr Ibonds Dec (IBMM)

View all positions for Kathmere Capital Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F