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J P Morgan Exchange-traded F shares owned by Wealth Advisory Solutions

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

Historical chart of Wealth Advisory Solutions investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Wealth Advisory Solutions 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 Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $320k 5.7k 56.68

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View all positions for Wealth Advisory Solutions

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