Convergence Financial »

J P Morgan Exchange-traded F shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 357k 68.96
2025-06-30 $22M 330k 65.50
2025-03-31 $20M 313k 63.54

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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