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J P Morgan Exchange-traded F shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 47k 68.96
2025-06-30 $2.9M 45k 65.50
2025-03-31 $2.9M 46k 63.54

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View all positions for Cyndeo Wealth Partners

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