Trask Adam Roland »

J P Morgan Exchange-traded F shares owned by Trask Adam Roland

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

Historical chart of Trask Adam Roland investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Trask Adam Roland 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 Trask Adam Roland

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 4.3k 56.68

More positions owned by Trask Adam Roland

Eli Lilly & Co. (LLY)
Centrus Energy Corp Cl A (LEU)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Stryker Corporation (SYK)
United Parcel Svcs CL B (UPS)
HNI Corporation (HNI)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Constellation Energy (CEG)
Nuscale Pwr Corp Cl A Com (SMR)
Johnson & Johnson (JNJ)

View all positions for Trask Adam Roland

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
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F