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

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

Historical chart of Retirement Income 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 Income 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 Income Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 3.7k 57.10

More positions owned by Retirement Income Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Retirement Income Solutions

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F