Sovereign Investment Advisors »

J P Morgan Exchange-traded F shares owned by Sovereign Investment Advisors

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

Historical chart of Sovereign Investment 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 Sovereign Investment Advisors 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 Sovereign Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $401k 7.1k 56.68

More positions owned by Sovereign Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Global Infrasctr (BKGI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Enterprise Products Partners (EPD)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Western Midstream Partners L Com Unit Lp Int (WES)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sovereign Investment Advisors

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
Jones Financial Companies, L.L

View all funds holding J P Morgan Exchange-traded F