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J P Morgan Exchange Traded F shares owned by Balance Wealth

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

Historical chart of Balance Wealth 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 Balance Wealth 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 Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 344k 74.09
2025-06-30 $23M 327k 70.14
2025-03-31 $10M 161k 63.66

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

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
H D Vest Advisory Services
MONECO Advisors
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F