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

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 33k 73.54
2025-06-30 $2.3M 33k 70.77
2025-03-31 $1.8M 28k 63.72

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

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