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J P Morgan Exchange-traded F shares owned by Stonegate Management

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

Historical chart of Stonegate Management 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 Stonegate Management 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 Stonegate Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 95k 57.10

More positions owned by Stonegate Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Aer Def Etf (ITA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard World Utilities Etf (VPU)
Kkr & Co (KKR)
Abbvie (ABBV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
NVIDIA Corporation (NVDA)
Apollo Global Mgmt (APO)
Bank7 Corp (BSVN)

View all positions for Stonegate Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F