Uhlmann Price Securities »

J P Morgan Exchange-traded F shares owned by Uhlmann Price Securities

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

Historical chart of Uhlmann Price Securities 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 Uhlmann Price Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 3.6k 56.58

More positions owned by Uhlmann Price Securities

Kla Corp Com New (KLAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Southern Company (SO)
Cisco Systems (CSCO)
Goldman Sachs (GS)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Intuit (INTU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Uhlmann Price Securities

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