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J P Morgan Exchange-traded F shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $279k 4.9k 56.68
2024-03-31 $240k 4.1k 57.86

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Waller Financial Planning Group

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
HighTower Advisors
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Raymond James Financial Services Advisors
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F