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J P Morgan Exchange-traded F shares owned by Park Square Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Park Square Financial Group 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 Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4k 42 56.67
2025-06-30 $40k 700 56.85
2025-03-31 $40k 700 57.14
2024-12-31 $40k 700 57.53

More positions owned by Park Square Financial Group

Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity (QQQ)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)
Ft Drsy Wriht Momnt And Low Volt Etf Etf - Equity (DVOL)

View all positions for Park Square Financial Group

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