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J P Morgan Exchange-traded F shares owned by Royal Fund Management

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

Historical chart of Royal Fund 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 Royal Fund 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 Royal Fund Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 5.2k 41.01

More positions owned by Royal Fund Management

Vertiv Holdings Com Cl A Call Option (VRT)
NVIDIA Corporation Call Option (NVDA)
Rocket Lab Corp Call Option (RKLB)
Robinhood Mkts Com Cl A Call Option (HOOD)
Palantir Technologies Cl A Call Option (PLTR)
Rocket Cos Com Cl A Call Option (RKT)
Oracle Corporation Call Option (ORCL)
Marvell Technology Call Option (MRVL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Royal Fund Management

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