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J P Morgan Exchange-traded F shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth 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 San Luis Wealth 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 51k 57.10
2025-06-30 $2.6M 46k 56.86
2025-03-31 $2.6M 46k 57.14

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth 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