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J P Morgan Exchange-traded F shares owned by Rebalance

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

Historical chart of Rebalance 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 Rebalance 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 Rebalance

Quarter filed Position value Share count Share price at filing
2026-03-31 $497k 8.8k 56.68

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)

View all positions for Rebalance

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