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J P Morgan Exchange-traded F shares owned by Avaii Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by Avaii Wealth Management from 13F filings

Historical chart of Avaii Wealth Management 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 Avaii Wealth Management 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 by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 142k 59.89
2023-12-31 $6.6M 119k 55.62
2023-09-30 $5.1M 100k 51.26
2023-06-30 $4.8M 91k 53.15

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii Wealth Management

Top funds holding J P Morgan Exchange-traded F

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
Crumly & Associates

View all funds holding J P Morgan Exchange-traded F