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J P Morgan Exchange-traded F shares owned by Planning Directions

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

Historical chart of Planning Directions 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 Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 36k 56.68
2024-03-31 $1.4M 24k 57.86
2023-12-31 $454k 8.3k 54.98

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Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F