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J P Morgan Exchange-traded F shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $657k 12k 53.56
2023-06-30 $532k 9.6k 55.33

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View all positions for Wealthsource Partners

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group
Stifel Financial

View all funds holding J P Morgan Exchange-traded F