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J P Morgan Exchange-traded F shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Weatherly Asset Management 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 Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 6.3k 59.51
2024-06-30 $359k 6.3k 56.68
2024-03-31 $359k 6.2k 57.86

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Fidelity Merrimack Str Tr Common (FBND)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Costco Whsl Corp Common (COST)
Waste Mgmt Inc Del Common (WM)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Ishares Tr Common (ITOT)

View all positions for Weatherly Asset Management

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F