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J P Morgan Exchange Traded F shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGRO) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 2.6k 76.88

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Top funds holding J P Morgan Exchange Traded F

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

View all funds holding J P Morgan Exchange Traded F