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J P Morgan Exchange-traded F shares owned by Mayflower Financial Advisors

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

Historical chart of Mayflower Financial Advisors 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 Mayflower Financial Advisors 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 Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 26k 57.86
2023-12-31 $988k 18k 54.98
2023-09-30 $764k 14k 53.56
2023-06-30 $541k 9.8k 55.33

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Ishares Tr National Mun Etf (MUB)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Mayflower Financial Advisors

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
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding J P Morgan Exchange-traded F