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J P Morgan Exchange Traded F shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners 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 Evergreen Wealth Partners 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $673k 7.3k 92.80

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Janney Montgomery Scott
CWM
Commonwealth Equity Services
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Nelson, Van Denburg & Campbell Wealth Management
Correct Capital Wealth Management

View all funds holding J P Morgan Exchange Traded F