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J P Morgan Exchange-traded F shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group 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 Legacy Financial Group 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $375k 6.5k 57.86
2023-09-30 $294M 5.5k 53559.14

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Legacy Financial Group

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