Gladstone Institutional Advisory »

J P Morgan Exchange-traded F shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 4.6k 55.62
2023-09-30 $264k 5.2k 51.26

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding J P Morgan Exchange-traded F

LPL Financial
Janney Montgomery Scott
Nelson, Van Denburg & Campbell Wealth Management
Jpmorgan Chase & Co
Stephenson National Bank & Trust
Commonwealth Equity Services
Raymond James & Associates
WNY Asset Management
Stifel Financial
CI Investments
Raymond James Financial Services Advisors
Kestra Advisory Services
Vestmark Advisory Solutions
Daymark Wealth Partners
Arlington Financial Advisors

View all funds holding J P Morgan Exchange-traded F