SFG Wealth Management »

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

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

Historical chart of SFG 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 SFG Wealth Management 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 72k 65.53
2024-06-30 $4.5M 72k 62.36
2024-03-31 $3.7M 63k 59.77
2023-12-31 $3.6M 68k 52.72

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG 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