Post Resch Tallon Group »

J P Morgan Exchange-traded F shares owned by Post Resch Tallon Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Post Resch Tallon Group from 13F filings

Historical chart of Post Resch Tallon Group 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 Post Resch Tallon 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 Post Resch Tallon Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 29k 57.10
2025-06-30 $1.6M 29k 56.85
2025-03-31 $1.7M 30k 56.44

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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
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Exelixis (EXEL)
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Ark Etf Tr Innovation Etf (ARKK)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
Metropcs Communications (TMUS)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Post Resch Tallon Group

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F