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J P Morgan Exchange-traded F shares owned by Mosley Wealth Management

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

Historical chart of Mosley Wealth Management 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 Mosley Wealth Management 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 224k 59.65
2024-06-30 $12M 212k 56.68
2024-03-31 $683k 12k 57.86

More positions owned by Mosley Wealth Management

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)

View all positions for Mosley Wealth Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
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
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F