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J P Morgan Exchange-traded F shares owned by Riverchase Wealth Management

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

Historical chart of Riverchase Wealth Management 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 Riverchase Wealth Management 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 Riverchase Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $482k 8.4k 57.10
2025-06-30 $476k 8.4k 56.85
2025-03-31 $218k 3.8k 57.14

More positions owned by Riverchase Wealth Management

Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Wells Fargo & Company (WFC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec2026 (IBDR)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Riverchase Wealth Management

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