Independent Wealth Advisors »

J P Morgan Exchange Traded F shares owned by Independent Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HOLA) shares owned by Independent Wealth Advisors from 13F filings

Historical chart of Independent Wealth 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 Independent Wealth Advisors 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5M 86k 52.60
2025-12-31 $4.2M 81k 52.24

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Royal Bank of Canada
Cary Street Partners Financial
Security National Bank
Ameriprise Financial
Mariner Wealth Advisors
Founders Financial Securities
Merit Financial Group
LPL Financial
ValMark Advisers
Sterling Investment Advisors
Independent Wealth Advisors
Advisor Group Holdings
Farther Finance Advisors
Jane Street
Colony

View all funds holding J P Morgan Exchange Traded F