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J P Morgan Exchange-traded F shares owned by KKM Financial

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

Historical chart of KKM Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $889k 15k 59.51
2024-03-31 $1.1M 18k 57.86
2023-12-31 $1.0M 18k 54.98

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View all positions for KKM Financial

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F