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J P Morgan Exchange-traded F shares owned by Fountainhead AM

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $693k 12k 57.86
2023-12-31 $491k 8.9k 54.98
2023-09-30 $326k 6.1k 53.56

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Ishares Tr Eafe Grwth Etf (EFG)
Fs Kkr Capital Corp (FSK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
First Tr Value Line Divid In SHS (FVD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)

View all positions for Fountainhead AM

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
UBS Group
Envestnet Asset Management
Advisor Group Holdings
Global Assets Advisory
Cetera Investment Advisers
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding J P Morgan Exchange-traded F