Cary Street Partner Investment Advisory »

J P Morgan Exchange Traded F shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPEF) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 24 74.08
2025-06-30 $1.7k 24 70.13

More positions owned by Cary Street Partner Investment Advisory

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)
Visa Inc Com Cl A Stock (V)
Mastercard Incorporated Cl A Stock (MA)
Targa Res Corp Stock (TRGP)

View all positions for Cary Street Partner Investment Advisory

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