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J.p. Morgan Exchange-traded Fund Trust shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of J.p. Morgan Exchange-traded Fund Trust (JMHI) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in J.p. Morgan Exchange-traded Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including J.p. Morgan Exchange-traded Fund Trust held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J.p. Morgan Exchange-traded Fund Trust by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 6.8k 51.02
2024-06-30 $338k 6.8k 49.79

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding J.p. Morgan Exchange-traded Fund Trust

Cetera Investment Advisers
Jpmorgan Chase & Co
LPL Financial
Prentice Wealth Management
Northwestern Mutual Wealth Management Company
AdvisorNet Financial
Jane Street
Advisor Group Holdings
Independent Wealth Network
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial
Investment Planning Advisors
Envestnet Asset Management
Raymond James Financial Services Advisors

View all funds holding J.p. Morgan Exchange-traded Fund Trust