Pensionmark Financial Group »

J P Morgan Exchange Traded F shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $763k 13k 59.77

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Blackstone Group Inc Com Cl A (BX)
Potlatch Corporation (PCH)

View all positions for Pensionmark Financial Group

Top funds holding J P Morgan Exchange Traded F

Thrivent Financial for Lutherans
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Beaumont Financial Advisors
LPL Financial
American Planning Services
Envestnet Asset Management
Advisor Group Holdings
Raymond James & Associates
Fifth Third Securities
Cozad Asset Management
SFG Wealth Management
Janney Montgomery Scott
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F