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J P Morgan Exchange Traded F shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 20k 67.11
2024-09-30 $427k 6.5k 65.53

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Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
Thrivent Financial for Lutherans
LPL Financial
Raymond James Financial Services Advisors
Beaumont Financial Advisors
Commonwealth Equity Services
Mml Investors Services
Stratos Wealth Partners
Investment Planning Advisors
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Raymond James & Associates
American Planning Services
Level Four Advisory Services

View all funds holding J P Morgan Exchange Traded F