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

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

Historical chart of Centricity 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 Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $40k 610 65.50
2025-03-31 $39k 610 63.54
2024-12-31 $39k 610 63.30

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Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
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Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
LPL Financial
Sagespring Wealth Partners
Dynasty Wealth Management
Ameriprise Financial
Janney Montgomery Scott
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Nelson, Van Denburg & Campbell Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Orrstown Financial Services
UBS Group
Stephenson National Bank & Trust

View all funds holding J P Morgan Exchange-traded F