Mission Hills Financial Advisory »

J P Morgan Exchange-traded F shares owned by Mission Hills Financial Advisory

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

Historical chart of Mission Hills Financial Advisory 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 Mission Hills Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Mission Hills Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 6.1k 57.10
2025-06-30 $230k 4.0k 56.85

More positions owned by Mission Hills Financial Advisory

Vaneck Etf Trust Bdc Income Etf (BIZD)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pimco Dynamic Income SHS (PDI)
Global X Fds Nasdaq 100 Cover (QYLD)
Cohen & Steers Quality Income Realty (RQI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Applovin Corp Com Cl A (APP)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for Mission Hills Financial Advisory

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F