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

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

Historical chart of Castle 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 Castle 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 71k 65.53
2024-06-30 $526k 8.4k 62.36

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

Top funds holding J P Morgan Exchange Traded F

Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial Services Advisors
Beaumont Financial Advisors
Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
American Planning Services
Investment Planning Advisors
Mml Investors Services
Envestnet Asset Management
Level Four Advisory Services
Janney Montgomery Scott
MONECO Advisors
Cozad Asset Management

View all funds holding J P Morgan Exchange Traded F