Williams & Novak »

J P Morgan Exchange-traded F shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in J P Morgan Exchange-traded F

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025400k500k600k700k6k8k10k12k
Value ($)Share countHistorical JEPI position of Williams & Novak Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Williams & Novak consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $733k 13k 57.53
2024-09-30 $553k 9.3k 59.51
2024-06-30 $351k 6.2k 56.68

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F