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J P Morgan Exchange-traded F shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital Advisors 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 Resonant Capital Advisors 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 Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 105k 55.40

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Resonant Capital Advisors

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F