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J P Morgan Exchange-traded F shares owned by Marks Wealth

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

Historical chart of Marks Wealth investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Marks Wealth 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 Marks Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 492k 59.51
2024-03-31 $42M 724k 57.86
2023-06-30 $86M 1.6M 55.33

More positions owned by Marks Wealth

J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Dis Etf (VCR)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Core Msci Emkt (IEMG)
Vanguard World Industrial Etf (VIS)
Ishares Tr Us Home Cons Etf (ITB)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)

View all positions for Marks Wealth

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