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J P Morgan Exchange Traded F shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2026-06-30 $759k 9.5k 80.33
2026-03-31 $554k 7.7k 71.81
2025-12-31 $764k 10k 74.69
2025-09-30 $255k 3.4k 74.09

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Smith Shellnut Wilson

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
Honkamp Krueger Financial Services
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
Beaumont Financial Advisors
Balance Wealth
Royal Bank of Canada
Wells Fargo & Company

View all funds holding J P Morgan Exchange Traded F