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J P Morgan Exchange-traded F shares owned by Quaker Wealth Management

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

Historical chart of Quaker Wealth Management 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 Quaker Wealth Management 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 Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 52 57.25
2025-09-30 $3.0k 52 57.12
2025-06-30 $4.4k 77 56.86
2025-03-31 $4.4k 77 57.14
2024-09-30 $15M 254k 59.51

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View all positions for Quaker Wealth Management

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F