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J P Morgan Exchange-traded F shares owned by ZB

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

Historical chart of ZB investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by ZB 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 ZB

Quarter filed Position value Share count Share price at filing
2024-12-31 $863k 15k 57.53
2022-03-31 $106k 1.7k 61.34

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Vanguard Emerging Markets ETF (VWO)
iShares Lehman Aggregate Bond (AGG)
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Amazon (AMZN)
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Microsoft Corporation (MSFT)
iShares S&P MidCap 400 Index (IJH)
Facebook Inc cl a (META)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Dividend Appreciation ETF (VIG)
Visa (V)

View all positions for ZB

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