PMG Family Office »

J P Morgan Exchange-traded F shares owned by PMG Family Office

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

Historical chart of PMG Family Office 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 PMG Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by PMG Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 36k 57.67
2025-09-30 $2.1M 37k 57.10

More positions owned by PMG Family Office

Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Columbia Seligm Prem Tech Gr (STK)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Blackrock Science & Technolo SHS (BST)
Global X Fds Nasdq 100 Cvrdgw (QYLG)
Global X Fds Information Tec (TYLG)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Proshares Tr Nasdaq 100 High (IQQQ)
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)
Adams Express Company (ADX)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Global X Fds S&p 500 Covered (XYLG)

View all positions for PMG Family Office

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
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F