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J P Morgan Exchange Traded F shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGRO) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5M 56k 81.03
2024-09-30 $2.9M 38k 76.88
2024-06-30 $285k 3.8k 75.15

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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View all positions for Patriot Financial Group Insurance Agency

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
Captrust Financial Advisors
Commonwealth Equity Services
Raymond James Financial
UBS Group
CWM
Envestnet Asset Management
Royal Bank of Canada
Janney Montgomery Scott
Goldstein Advisors
Nelson, Van Denburg & Campbell Wealth Management
American Trust
Kestra Advisory Services

View all funds holding J P Morgan Exchange Traded F