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J P Morgan Exchange Traded F shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth 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 Atlas Private Wealth 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 4.8k 74.09
2025-06-30 $455k 6.5k 70.14
2025-03-31 $267k 4.2k 63.66

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Ishares Tr 0-3 Mnth Treasry (SGOV)
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Ishares Tr Core Div Grwth (DGRO)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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View all positions for Atlas Private Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
LPL Financial
Mml Investors Services
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Beaumont Financial Advisors
Jones Financial Companies, L.L
Balance Wealth
Leverty Financial Group
Stratos Wealth Partners
Janney Montgomery Scott
MONECO Advisors
Royal Bank of Canada
Novem Group

View all funds holding J P Morgan Exchange Traded F