New Wave Wealth Advisors »

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

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

Historical chart of New Wave 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 Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 27k 56.68
2024-12-31 $124k 2.2k 57.54

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Ishares Tr Us Aer Def Etf (ITA)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
Ishares Msci Emrg Chn (EMXC)
Global X Fds Data Ctr & Digit (DTCR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Wedbush Ser Tr Dan Ives Wedbush (IVES)
Spdr Series Trust State Street Spd (BILS)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F