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J P Morgan Exchange-traded F shares owned by TBH Global Asset Management

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

Historical chart of TBH Global Asset 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 TBH Global Asset 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 TBH Global Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 96k 54.98
2023-09-30 $2.6M 48k 53.56
2023-06-30 $1.7M 30k 55.33
2023-03-31 $872k 16k 54.60

More positions owned by TBH Global Asset Management

Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Mastercard Incorporated Cl A (MA)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for TBH Global Asset Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F