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J P Morgan Exchange-traded F shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth 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 Perissos Private Wealth 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 71k 56.68

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F