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

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $37M 626k 59.13
2024-09-30 $37M 612k 60.16
2024-06-30 $32M 560k 56.28

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F