Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Walkner Condon Financial Advisors »

J P Morgan Exchange-traded F shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in J P Morgan Exchange-traded F by Walkner Condon Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$564k	12k	45.56

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Apple (AAPL)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

Microsoft Corporation (MSFT)

Spdr Ser Tr Portfolio S&p600 (SPSM)

J P Morgan Exchange Traded F Equity Premium (JEPI)

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z