Strategic Wealth Advisors »

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

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

Historical chart of Strategic 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 Strategic 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $265k 5.1k 52.45

More positions owned by Strategic Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic 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