Occidental Asset Management »

J P Morgan Exchange-traded F shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset 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 Occidental Asset 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 3.9k 57.24

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View all positions for Occidental Asset Management

Top funds holding J P Morgan Exchange-traded F

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
Stifel Financial

View all funds holding J P Morgan Exchange-traded F