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J P Morgan Exchange-traded F shares owned by Montis Financial

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

Historical chart of Montis Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 94k 59.51
2024-06-30 $3.2M 56k 56.68
2024-03-31 $523k 9.0k 57.86

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J P Morgan Exchange Traded F Equity Premium (JEPI)
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View all positions for Montis Financial

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