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J P Morgan Exchange-traded F shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions 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 Retirement Financial Solutions 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 125k 54.98
2023-09-30 $1.1M 21k 53.56

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Spdr Ser Tr Portfolio Sp500 (SPLG)
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Spdr Ser Tr Prtflo Sp500 Vl (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 7 10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo Sp500 Gw (SPYG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0 5yr Hi Yl Cp (SHYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Sp500 Hdl Vol (SPHD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Wisdomtree Tr Europe Hedged Eq (HEDJ)

View all positions for Retirement Financial Solutions

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
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F