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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Waste Mgmt Inc Del Common (WM)
Fidelity Merrimack Str Tr Common (FBND)
Costco Whsl Corp Common (COST)
J P Morgan Exchange Traded F Common (JPST)
Ssga Active Etf Tr Foreign (TOTL)
Ishares Tr Common (ITOT)
Vanguard Whitehall Fds Foreign (VIGI)
Alphabet Common (GOOGL)

View all positions for Weatherly Asset Management

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