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J P Morgan Exchange-traded F shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 71k 57.53
2024-09-30 $4.3M 72k 59.51
2024-06-30 $4.4M 78k 56.68

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F