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J P Morgan Exchange-traded F shares owned by MJT & Associates Financial Advisory Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by MJT & Associates Financial Advisory Group from 13F filings

Historical chart of MJT & Associates Financial Advisory Group 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 MJT & Associates Financial Advisory Group 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 MJT & Associates Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $219 4 54.75
2025-06-30 $8.4k 4 2088.25
2025-03-31 $219 4 54.75

More positions owned by MJT & Associates Financial Advisory Group

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)
Vanguard Mid-cap Growth Etf Etf (VOT)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)

View all positions for MJT & Associates Financial Advisory Group

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