Stonebridge Financial Planning Group »

J P Morgan Exchange-traded F shares owned by Stonebridge Financial Planning Group

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

Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $968k 17k 56.48

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Dj Glbl Divid (FGD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust St Port High Etf (SPHY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Stonebridge Financial Planning Group

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F