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J P Morgan Exchange-traded F shares owned by Troutman Wealth Management

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

Historical chart of Troutman Wealth 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 Troutman Wealth 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 Troutman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 83k 56.68

More positions owned by Troutman Wealth Management

Capital Grp Fixed Incm Etf T Comm (CGCP)
Vanguard Bd Index Fds Comm (BND)
Vanguard Whitehall Fds Comm (VYMI)
Capital Group Intl Focus Eqt Comm (CGXU)
Capital Group Growth Etf Comm (CGGR)
Capital Group Conservative E Comm (CGCV)
Capital Grp Fixed Incm Etf T Comm (CGMS)
Spdr Series Trust Comm (SPTS)
Vanguard Index Fds Comm (VTV)
J P Morgan Exchange Traded F Comm (JEPI)
Vanguard Index Fds Comm (VUG)
Vanguard Bd Index Fds Comm (BLV)
First Tr Exchange-traded A Comm (FYX)
American Centy Etf Tr Comm (AVUV)
First Tr Exchange-traded Comm (FVD)

View all positions for Troutman Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Raymond James Financial
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Atlantic Trust
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F