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J P Morgan Exchange Traded F shares owned by Francis Financial

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

Historical chart of Francis Financial investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 349k 73.54
2025-06-30 $23M 326k 70.77
2025-03-31 $19M 303k 63.72
2024-12-31 $2.6M 44k 58.51

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
FMR
Envestnet Asset Management
Janney Montgomery Scott
Bogart Wealth
Assetmark
Commonwealth Equity Services
CWM
Mml Investors Services
Sagespring Wealth Partners
Dynasty Wealth Management
Vestmark Advisory Solutions
Raymond James Financial
Cetera Investment Advisers

View all funds holding J P Morgan Exchange Traded F