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J P Morgan Exchange-traded F shares owned by Matthew Goff Investment Advisor

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Matthew Goff Investment Advisor from 13F filings

Historical chart of Matthew Goff Investment Advisor 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 Matthew Goff Investment Advisor 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 Matthew Goff Investment Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 253k 50.61

More positions owned by Matthew Goff Investment Advisor

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Bank of New York Mellon Corporation (BK)
Bank of America Corporation (BAC)
Visa Com Cl A (V)
Ishares Tr Msci Ireland Etf (EIRL)
Ishares Tr S&p 500 Val Etf (IVE)
American Express Company (AXP)
SPDR Series Trust Short-term H Bloomberg Short (BWZ)
Merck & Co (MRK)
Raytheon Technologies Corp (RTX)
Invesco S&P 500 Equal Weight E S&p 500 Equal We (RSPA)
Intel Corporation (INTC)
Novartis Sponsored Adr (NVS)

View all positions for Matthew Goff Investment Advisor

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F