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J.p. Morgan Exchange-traded Fund Trust shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth Management investment in J.p. Morgan Exchange-traded Fund Trust

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All positions including J.p. Morgan Exchange-traded Fund Trust held by Laurel Oak 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 Fund Trust by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 5.1k 49.83

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

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

Cetera Investment Advisers
Advisor Group Holdings
Capital Asset Advisory Services
LPL Financial
Prentice Wealth Management
Seeds Investor
Stewardship Advisors
Jones Financial Companies, L.L
UBS Group
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
AdvisorNet Financial
Royal Bank of Canada
Boyum Wealth Architects
GGM Financials

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