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J P Morgan Exchange-traded F shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $295k 5.4k 54.98

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ii Flexible Income (BINC)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Quotient Wealth Partners

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Global Assets Advisory
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding J P Morgan Exchange-traded F