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Jp Morgan Exchange Traded Fd fund shares owned by Sontag Advisory

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JCPB) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 45k 48.24

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Jp Morgan Exchange Traded Fd fund

Bank of America Corporation
Legacy Wealth Management
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
WMS Partners
Janney Montgomery Scott
Moss Adams Wealth Advisors
Grant Street Asset Management
CI Private Wealth
HighTower Advisors
Garrett Investment Advisors
Financial Planning & Information Services
Mariner Wealth Advisors
Advisor Group Holdings
D.B. Root & Company

View all funds holding Jp Morgan Exchange Traded Fd fund