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J P Morgan Exchange-traded F shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth 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 Mattern Wealth 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 Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $480k 8.1k 59.51
2024-06-30 $448k 7.9k 56.68
2024-03-31 $358k 6.2k 57.86

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Core Muni Fxd In (AVMU)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
JPMorgan Chase & Co. (JPM)

View all positions for Mattern Wealth Management

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