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J P Morgan Exchange-traded F shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $106k 1.9k 56.68
2024-03-31 $86k 1.5k 57.85
2023-09-30 $76k 1.4k 53.56
2023-06-30 $79k 1.4k 55.33

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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