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J P Morgan Exchange-traded F shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth 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 Whalen Wealth 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 37k 56.68

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View all positions for Whalen Wealth Management

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F