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

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

Historical chart of White Wing Wealth Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by White Wing 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 White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 39k 56.48
2026-03-31 $367k 6.5k 56.68

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Advanced Micro Devices (AMD)
Ishares Tr International Sl (ISCF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for White Wing Wealth Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
LPL Financial
Nationwide Fund Advisors
UBS Group
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
RiverFront Investment Group
Jones Financial Companies, L.L
CIBC Bancorp USA

View all funds holding J P Morgan Exchange-traded F