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J P Morgan Exchange Traded F shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JBND) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson 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 Peterson 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.7M 147k 52.21
2024-09-30 $723k 13k 54.65
2024-06-30 $563k 11k 52.25

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

LPL Financial
Diversified Portfolios
Berger Financial Group
Pallas Capital Advisors
Baldwin Brothers
Janney Montgomery Scott
Royal Harbor Partners
Means Investment
Innealta Capital
Capital Investment Advisory Services
Avaii Wealth Management
Royal Bank of Canada
Garrett Investment Advisors
Goldstone Financial Group
Focus Financial Network

View all funds holding J P Morgan Exchange Traded F