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J P Morgan Exchange-traded F shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 4.1k 56.48
2026-03-31 $4.5k 80 56.68

More positions owned by Mpwm Advisory Solutions

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (SPTL)
Ishares Russell MF Closed and MF Open (IWM)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Dimensional Us MF Closed and MF Open (DFUS)
State Street MF Closed and MF Open (XLI)
State Street MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (SDVY)
Victoryshares Us MF Closed and MF Open (CDL)
Fundstrat Granny MF Closed and MF Open (GRNY)

View all positions for Mpwm Advisory Solutions

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding J P Morgan Exchange-traded F