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J P Morgan Exchange-traded F shares owned by McCarley & Cook Financial Planners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by McCarley & Cook Financial Planners from 13F filings

Historical chart of McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners 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 McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.0k 53 56.23

More positions owned by McCarley & Cook Financial Planners

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Ftse Developed Markets ETF Etf (VEA)
Dimensional US Core Equity 2 ETF Etf (DFAC)
Avantis U.S. Small Cap Value ETF Etf (AVUV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Dimensional US Large Cap Value ETF Etf (DFLV)
iShares Core Msci Emerging Markets ETF Etf (IEMG)
Capital Group Core Plus Income Etf Etf (CGCP)
Columbia EM Core Ex-China ETF Etf (XCEM)
Procter And Gamble Stock (PG)
Dimensional International Core Equity 2 ETF Etf (DFIC)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Russell 1000 Value ETF Etf (IWD)
Dimensional US Targeted Value ETF Etf (DFAT)
Vanguard ESG US Stock ETF Etf (ESGV)

View all positions for McCarley & Cook Financial Planners

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F