Putney Financial Group »

J P Morgan Exchange-traded F shares owned by Putney Financial Group

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

Historical chart of Putney Financial 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 Putney Financial Group 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 Putney Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 4.0k 56.68

More positions owned by Putney Financial Group

Apple Stock (AAPL)
Alphabet Inc Class A Stock (GOOGL)
Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
Nvidia Corp Stock (NVDA)
Mastercard Stock (MA)
Taiwan Semiconductor Manufact Adr (TSM)
Shopify Inc Cl A Sub Vtg Stock (SHOP)
Abbvie Stock (ABBV)
Arista Networks Stock (ANET)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Visa Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
General Electric Stock (GE)
Costco Wholesale Corp Stock (COST)

View all positions for Putney Financial Group

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