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J P Morgan Exchange Traded F shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGRO) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$581k	7.6k	76.88
2024-06-30	$680k	9.1k	75.15
2024-03-31	$406k	5.8k	70.21

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding J P Morgan Exchange Traded F

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Janney Montgomery Scott

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Royal Bank of Canada

Goldstein Advisors

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Beaumont Financial Advisors

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View all funds holding J P Morgan Exchange Traded F

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