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

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

Historical chart of Dynasty 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 Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $259M 3.8M 68.96
2025-06-30 $195M 3.0M 65.50
2025-03-31 $197M 3.1M 63.54

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty 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