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J P Morgan Exchange Traded F fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPME) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in J P Morgan Exchange Traded F fund

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F fund held by Atria Wealth Solutions 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 fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $955k 9.6k 99.14
2023-12-31 $906k 9.9k 91.88
2023-09-30 $867k 10k 83.65
2023-06-30 $887k 10k 88.30
2023-03-31 $849k 9.9k 85.79
2022-12-31 $809k 9.6k 84.18
2022-09-30 $676k 8.8k 76.46
2022-06-30 $820k 10k 80.68
2022-03-31 $297k 3.2k 93.54

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding J P Morgan Exchange Traded F fund

HPM Partners
Morgan Stanley
HighTower Advisors
LPL Financial
Goldstein Advisors
Change Path
Trilogy Capital
Appleton Partners
RVW Wealth
Dynamic Advisors Solutions
Royal Bank of Canada
Monticello Wealth Management
N.E.W. Advisory Services
Cambridge Investment Research Advisors
Ameriprise Financial

View all funds holding J P Morgan Exchange Traded F fund