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J P Morgan Exchange-traded F shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 19k 53.56
2023-06-30 $861k 16k 55.33
2023-03-31 $662k 12k 54.60

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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