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J P Morgan Exchange-traded F shares owned by Prota Financial

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

Historical chart of Prota Financial 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 Prota Financial 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 Prota Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $475k 8.4k 56.68
2025-12-31 $12M 210k 57.24

More positions owned by Prota Financial

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Intl Sel Div Etf (IDV)
Owl Rock Capital Corporation (OBDC)
Blackstone Secd Lending Common Stock (BXSL)
Alps Etf Tr Alerian Mlp (AMLP)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Putnam Etf Trust Bdc Income Etf (PBDC)

View all positions for Prota Financial

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company
HighTower Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F