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J P Morgan Exchange-traded F shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth Advisors 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 New Insight Wealth Advisors 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 6.0k 57.10
2025-06-30 $260k 4.6k 56.85

More positions owned by New Insight Wealth Advisors

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Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Global Tech Etf (IXN)
Tesla Motors (TSLA)
Amazon (AMZN)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Global E Online SHS (GLBE)

View all positions for New Insight Wealth Advisors

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