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J P Morgan Exchange-traded F shares owned by Wunderlich Securities

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

Historical chart of Wunderlich Securities 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 Wunderlich Securities 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 Wunderlich Securities

Quarter filed Position value Share count Share price at filing
2022-06-30 $5.6M 101k 55.45
2022-03-31 $4.1M 66k 61.40
2021-12-31 $4.4M 69k 63.19

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Johnson & Johnson (JNJ)
Rivernorth Opprtunities Fd I (RIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Us Aer Def Etf (ITA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Listed Fd Tr Horizon Kinetics (INFL)

View all positions for Wunderlich Securities

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F