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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)
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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

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors
HighTower Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
Stifel Financial

View all funds holding J P Morgan Exchange-traded F