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J P Morgan Exchange-traded F shares owned by Seven Hills Financial

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

Historical chart of Seven Hills Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Seven Hills Financial 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 Seven Hills Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $550k 9.8k 56.22

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Vanguard Malvern Fds Core Bd Etf (VCRB)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Bank of America Corporation (BAC)
S&p Global (SPGI)
Invesco Db Multi-sector Comm Precious Metal (DBP)

View all positions for Seven Hills Financial

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Raymond James Financial
Royal Bank of Canada
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
Mml Investors Services
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F