GeoWealth Management »

J P Morgan Exchange-traded F shares owned by GeoWealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $618k 14k 44.39
2023-06-30 $469k 10k 45.20

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding J P Morgan Exchange-traded F

Heritage Financial Services
Jpmorgan Chase & Co
Bank of America Corporation
Syntegra Private Wealth Group
D'Orazio & Associates
Diversified
Morgan Stanley
Janney Montgomery Scott
Savant Capital Management
Capital Advisors Wealth Management
TPG Financial Advisors
Vestmark Advisory Solutions
Scott Capital Advisors
Pennsylvania Capital Management
Echo Wealth Management

View all funds holding J P Morgan Exchange-traded F