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J P Morgan Exchange-traded F shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 7.0k 59.51
2024-06-30 $258k 4.6k 56.68
2024-03-31 $239k 4.1k 57.86
2023-12-31 $248k 4.5k 54.99

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for McAdam

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