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J P Morgan Exchange-traded F shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors 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 Crescent Grove Advisors 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 Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 26k 57.86
2023-12-31 $1.4M 25k 55.41
2023-09-30 $1.4M 25k 53.56
2023-06-30 $998k 18k 55.33

More positions owned by Crescent Grove Advisors

Zurn Water Solutions Comm (ZWS)
Dun & Bradstreet Holdings Comm (DNB)
iShares S&P 500 ETF Etf (IVV)
Fidelity National Info Srvcs Comm (FIS)
NCR Voyix Comm (VYX)
CDW Corporation Comm (CDW)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
NCR Atleos Comm (NATL)
iShares Core S&P Small-Cap ETF Etf (IJR)
Intercontinental Comm (ICE)
Apple Comm (AAPL)
Invesco Powershares QQQ ETF Etf (QQQ)
iShares Core S&P Total US Stock Market ETF Etf (ITOT)
iShares Core S&P Mid-Cap ETF Etf (IJH)

View all positions for Crescent Grove Advisors

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