LWM Advisory Services »

J P Morgan Exchange-traded F shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services 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 LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $316k 5.5k 57.24
2023-09-30 $17k 324 53.56

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
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
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F