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J P Morgan Exchange-traded F shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $257k 4.4k 57.86
2023-12-31 $136k 2.5k 54.98

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Tyler-Stone Wealth Management

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