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J P Morgan Exchange-traded F shares owned by Ridgecrest Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Ridgecrest Wealth Partners from 13F filings

Historical chart of Ridgecrest Wealth Partners 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 Ridgecrest Wealth Partners 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 Ridgecrest Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 3.7k 57.10
2025-06-30 $208k 3.7k 56.85
2024-12-31 $201k 3.5k 57.53

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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
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Alphabet Cap Stk Cl C (GOOG)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
International Business Machines (IBM)

View all positions for Ridgecrest Wealth Partners

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