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J P Morgan Exchange Traded F shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 27k 70.21
2023-12-31 $1.2M 20k 61.09

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NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding J P Morgan Exchange Traded F

Captrust Financial Advisors
Jpmorgan Chase & Co
CWM
Commonwealth Equity Services
Janney Montgomery Scott
Beaumont Financial Advisors
Stephenson National Bank & Trust
Nelson, Van Denburg & Campbell Wealth Management
Sterling Financial Group
Daymark Wealth Partners
Goldstein Advisors
Advantage Trust
Branch Banking & Trust Company
Vestmark Advisory Solutions
HighTower Advisors

View all funds holding J P Morgan Exchange Traded F