Smith Anglin Financial »

J P Morgan Exchange-traded F shares owned by Smith Anglin Financial

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

Historical chart of Smith Anglin Financial 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 Smith Anglin Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Smith Anglin Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 20k 57.86
2023-12-31 $754k 14k 54.98
2023-09-30 $470k 8.8k 53.56
2023-06-30 $409k 7.4k 55.33

More positions owned by Smith Anglin Financial

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Smith Anglin Financial

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
Janney Montgomery Scott
Raymond James Financial Services Advisors
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F