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

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

Historical chart of Cadence 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 Cadence 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 Cadence Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 51.00
2025-06-30 $1.9M 37k 50.19

More positions owned by Cadence Wealth Management

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Silver Tr Ishares (SLV)
Spdr Series Trust S&p Oilgas Exp (XOP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Sprott Asset Management Physical Gold An (CEF)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Extended Dur (EDV)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Meta Platforms Cl A (META)

View all positions for Cadence Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
NorthRock Partners
LPL Financial
M^T Bank Corporation
Ameriprise Financial
Hamilton Capital Management
Wealth Enhancement Advisory Services
Bailard
Avalon Trust
Captrust Financial Advisors
Mercer Global Advisors
O'Brien Wealth Partners
Resources Investment Advisors
Wright Fund Managment
Kestra Advisory Services

View all funds holding J P Morgan Exchange Traded F