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J P Morgan Exchange-traded F shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 41k 57.53
2024-09-30 $2.2M 37k 59.51
2024-06-30 $2.6M 45k 56.68
2024-03-31 $2.9M 51k 57.86
2023-12-31 $2.8M 51k 54.98

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View all positions for Private Client Services

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F