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J P Morgan Exchange-traded F shares owned by Roan Capital Partners

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

Historical chart of Roan Capital 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 Roan Capital 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 Roan Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $350k 6.2k 56.68

More positions owned by Roan Capital Partners

World Gold Tr Spdr Gld Minis (GLDM)
United Sts Oil Units (USO)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Series Trust State Street Spd (SMLV)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPLB)
Spdr Series Trust State Street Spd (SLYG)
Ishares Tr Us Treas Bd Etf (GOVT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)

View all positions for Roan Capital Partners

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F