Transcend Wealth Collective »

J P Morgan Exchange Traded F shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGLO) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 5.6k 62.67
2024-06-30 $322k 5.3k 60.40

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Fs Kkr Cap Corp Cef (FSK)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Broadcom Stock (AVGO)
International Business Machs Stock (IBM)
S&p Global Stock (SPGI)

View all positions for Transcend Wealth Collective

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Janney Montgomery Scott
Envestnet Asset Management
Assetmark
Vestmark Advisory Solutions
Jane Street
Daymark Wealth Partners
Cambridge Investment Research Advisors
Cetera Investment Advisers
MN Wealth Advisors
Wesbanco Trust And Investments
Park Avenue Securities
Visionary Wealth Advisors
Mml Investors Services

View all funds holding J P Morgan Exchange Traded F