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

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

Historical chart of Trueblood Wealth Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Trueblood 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 24k 57.86
2023-12-31 $1.4M 26k 54.98

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F