Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

KWB Wealth »

J P Morgan Exchange Traded F div rtn em eqt shares owned by KWB Wealth

Quarter-by-quarter ownership of J P Morgan Exchange Traded F div rtn em eqt (JPEM) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in J P Morgan Exchange Traded F div rtn em eqt

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F div rtn em eqt held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in J P Morgan Exchange Traded F div rtn em eqt by KWB Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$7.4M	139k	53.45
2023-12-31	$7.1M	137k	52.29
2023-09-30	$4.4M	86k	50.49
2023-06-30	$4.5M	89k	50.49
2023-03-31	$4.5M	91k	49.29
2022-12-31	$4.5M	91k	49.29
2022-09-30	$244k	5.5k	44.69

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Invesco Actively Managed Etf Total Return (GTO)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Spdr Ser Tr Port Mtg Bk Etf (SPMB)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Blackrock Etf Trust Us Eqt Factor (DYNF)

Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

Top funds holding J P Morgan Exchange Traded F div rtn em eqt

Bank of America Corporation

H D Vest Advisory Services

RHS Financial

Amplius Wealth Advisors

FTB Advisors

Commonwealth Equity Services

Townsquare Capital

Citigroup

Berger Financial Group

View all funds holding J P Morgan Exchange Traded F div rtn em eqt

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z