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J P Morgan Exchange Traded F shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners 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 Evergreen Wealth Partners 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 Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.5M 81k 80.33

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust St Inter Bd Etf (SPIB)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Series Trust St Inter Etf (SPTI)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Internatnal Val (DFIV)
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)
Pimco Etf Tr Muni Income Opp (MINO)
Capital Group New Geography SHS (CGNG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Evergreen Wealth Partners

Top funds holding J P Morgan Exchange Traded F

Honkamp Krueger Financial Services
Raymond James Financial
LPL Financial
Cetera Investment Advisers
Mml Investors Services
Morgan Stanley
Commonwealth Equity Services
Jones Financial Companies, L.L
Advisor Group Holdings
Stratos Wealth Partners
Leverty Financial Group
Wells Fargo & Company
Beaumont Financial Advisors
Balance Wealth
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F