Pensionmark Financial Group »

J P Morgan Exchange Traded F shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 4.2k 76.88
2024-06-30 $288k 3.8k 75.15
2024-03-31 $245k 3.5k 70.21

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F