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J P Morgan Exchange-traded F shares owned by Sterling Investment Counsel

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

Historical chart of Sterling Investment Counsel 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 Sterling Investment Counsel 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 Sterling Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 351k 59.51
2024-06-30 $19M 336k 56.68
2024-03-31 $284k 4.9k 57.86

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Emrg Chn (EMXC)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sterling Investment Counsel

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