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

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

Historical chart of ORG Wealth Partners investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by ORG Wealth 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $734k 13k 57.26
2025-09-30 $678k 12k 57.40
2025-06-30 $668k 12k 56.78
2025-03-31 $887k 16k 57.11

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Core Scientific Common Stock (CORZ)
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Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Exxon Mobil Corp Common Stock (XOM)
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Amazon.com Common Stock (AMZN)
Jpmorgan Ultra Short Uit Exchange Traded (JPST)
Armour Residential Reit Inc Com Par $0 001 Common Stock (ARR)
Abbvie Common Stock (ABBV)
Microsoft Corp Common Stock (MSFT)
Abbott Labs Common Stock (ABT)
Palantir Technologies In Common Stock (PLTR)

View all positions for ORG Wealth Partners

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F