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J P Morgan Exchange-traded F shares owned by Morey & Quinn Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Morey & Quinn Wealth Partners from 13F filings

Historical chart of Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 3.5k 57.10
2025-06-30 $210k 3.7k 56.85

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ftai Aviation SHS (FTAI)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Union Pacific Corporation (UNP)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Growth (JGRO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Allstate Corporation (ALL)
Wal-Mart Stores (WMT)

View all positions for Morey & Quinn Wealth Partners

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