Roman Butler Fullerton & Co »

J P Morgan Exchange-traded F shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 3.5k 58.34

More positions owned by Roman Butler Fullerton & Co

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Mastercard Incorporated Cl A (MA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Cigna Corp (CI)
Eaton Vance Enhanced Equity Income Fund (EOI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Roman Butler Fullerton & Co

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F