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J P Morgan Exchange-traded F shares owned by Regatta Capital Group

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

Historical chart of Regatta Capital 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 Regatta Capital Group 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 Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $539k 9.4k 57.24
2025-09-30 $508k 8.9k 57.10
2025-06-30 $506k 8.9k 56.85

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View all positions for Regatta Capital Group

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F