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J P Morgan Exchange-traded F shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial 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 Tobias Financial Advisors 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 266k 57.10
2025-06-30 $15M 261k 56.85

More positions owned by Tobias Financial Advisors

Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Residential Mult (REZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial Advisors

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