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J P Morgan Exchange-traded F shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $993k 18k 54.98
2023-09-30 $587k 11k 53.56
2023-06-30 $907k 17k 55.00

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG Partners

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F