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J P Morgan Exchange Traded F shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 291k 73.54
2025-06-30 $15M 214k 70.77
2024-12-31 $5.8M 99k 58.51

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View all positions for Sax Wealth Advisors

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