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J P Morgan Exchange-traded F shares owned by WMS Group

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

Historical chart of WMS Group 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 WMS Group 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 WMS Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 62k 57.24

More positions owned by WMS Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Mmentm (MTUM)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for WMS Group

Top funds holding J P Morgan Exchange-traded F

Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada
UBS Group
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
RiverFront Investment Group
Atlantic Trust
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F