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J P Morgan Exchange Traded F shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point Capital 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 Fort Point Capital 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 15k 70.14
2025-03-31 $950k 15k 63.66
2024-12-31 $813k 12k 67.11
2024-09-30 $723k 11k 65.53
2024-06-30 $375k 6.0k 62.36

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

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