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

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

Historical chart of MBE 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 MBE 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 MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $588k 11k 54.98
2023-09-30 $607k 11k 53.56

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Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for MBE Wealth Management

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
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F