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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
2024-03-31 $683k 12k 57.86

More positions owned by Mosley Wealth Management

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

View all positions for Mosley Wealth Management

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
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Global Assets Advisory
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding J P Morgan Exchange-traded F