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J P Morgan Exchange-traded F shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors 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 Provenance Wealth Advisors 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 737 56.68

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Eaton Vance Total Return Bond Etf Eaton Vance Tota (EVTR)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
Franklin High Yield Corporate Etf High Yield Corp (FLHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)

View all positions for Provenance Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F