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

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

Historical chart of True Link 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 True Link 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3k 94 56.68

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

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