Perigon Wealth Management »

Jp Morgan Exchange Traded Fd fund shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Perigon Wealth 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 Jp Morgan Exchange Traded Fd fund by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 5.0k 41.62

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Jp Morgan Exchange Traded Fd fund

Envestnet Portfolio Solutions
First Citizens Bank & Trust
Cobblestone Capital Advisors
Orion Portfolio Solutions
CWM
LPL Financial
HPM Partners
Federation des caisses Desjardins du Quebec
Bank of America Corporation
Bp Wealth Management
Advisor Group Holdings
First Citizens Asset Management
Jpmorgan Chase & Co
Planned Solutions
Mainsail Financial Group

View all funds holding Jp Morgan Exchange Traded Fd fund