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J P Morgan Exchange-traded F shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 11k 68.96
2025-06-30 $695k 11k 66.12
2025-03-31 $607k 10k 60.19
2024-12-31 $289k 4.6k 63.30

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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