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J P Morgan Exchange-traded F shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 5.0k 56.68
2024-03-31 $1.6M 28k 57.86

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F