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J P Morgan Exchange-traded F shares owned by Second Half Financial Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Second Half Financial Partners from 13F filings

Historical chart of Second Half Financial Partners 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 Second Half Financial Partners 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 Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $18M 323k 55.33
2023-03-31 $18M 325k 54.60
2022-12-31 $18M 329k 55.47

More positions owned by Second Half Financial Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
BlackRock (BLK)
Starwood Property Trust (STWD)
National Retail Properties (NNN)
Ishares Msci Gbl Etf New (PICK)
Johnson & Johnson (JNJ)
L3harris Technologies (LHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Second Half Financial Partners

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F