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J P Morgan Exchange-traded F shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 57k 57.86
2023-12-31 $3.7M 68k 54.98
2023-09-30 $3.6M 68k 53.56
2023-06-30 $4.8M 86k 55.33
2023-03-31 $4.2M 76k 54.60

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View all positions for TrueWealth Advisors

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
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Cambridge Investment Research Advisors
HighTower Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F