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J P Morgan Exchange-traded F shares owned by Mason & Associates

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

Historical chart of Mason & Associates 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 Mason & Associates 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 Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 21k 57.86
2023-12-31 $752k 14k 54.98
2023-09-30 $637k 12k 53.56

More positions owned by Mason & Associates

First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)

View all positions for Mason & Associates

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