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

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

Historical chart of NavPoint Financial 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 NavPoint 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 NavPoint Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 5.1k 57.10
2025-06-30 $247k 4.4k 56.85
2025-03-31 $243k 4.2k 57.14

More positions owned by NavPoint Financial

World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for NavPoint Financial

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