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J P Morgan Exchange Traded F shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 3.3k 73.54
2025-06-30 $237k 3.3k 70.77
2025-03-31 $219k 46 4755.46

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood 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