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J P Morgan Exchange-traded F shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle Advisors 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 RoundAngle Advisors 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 RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 23k 57.10
2025-06-30 $1.3M 23k 56.85
2025-03-31 $1.3M 23k 57.14
2024-12-31 $1.3M 22k 57.53

More positions owned by RoundAngle Advisors

Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wal-Mart Stores (WMT)

View all positions for RoundAngle Advisors

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