Relyea Zuckerberg Hanson »

J P Morgan Exchange-traded F shares owned by Relyea Zuckerberg Hanson

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

Historical chart of Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 4.4k 57.25
2025-09-30 $246k 4.3k 57.09

More positions owned by Relyea Zuckerberg Hanson

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Series Trust State Street Spd (BIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ea Series Trust Alpha Architect (AAUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Relyea Zuckerberg Hanson

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