Summit Trail Advisors »

J P Morgan Exchange Traded F shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 8.7k 51.00
2025-06-30 $518k 10k 50.19

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

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