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J P Morgan Exchange-traded F shares owned by Squire Investment Management Company

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Squire Investment Management Company from 13F filings

Historical chart of Squire Investment Management Company investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Squire Investment Management Company 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 Squire Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-06-30 $283k 5.0k 56.68
2024-03-31 $268k 4.6k 57.86
2023-12-31 $255k 4.6k 54.98

More positions owned by Squire Investment Management Company

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Squire Investment Management Company

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
HighTower Advisors
Atlantic Trust
Commonwealth Equity Services
RiverFront Investment Group
Raymond James Financial Services Advisors
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F