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J P Morgan Exchange-traded F shares owned by Southeast Asset Advisors

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

Historical chart of Southeast Asset 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 Southeast Asset 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 Southeast Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 89k 59.51
2024-06-30 $5.0M 87k 56.68
2024-03-31 $4.0M 70k 57.86

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View all positions for Southeast Asset Advisors

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F