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

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

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

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All positions including J P Morgan Exchange Traded F div rtn em eqt held by Precedent 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 div rtn em eqt by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $963k 17k 56.63
2024-06-30 $940k 17k 54.08
2024-03-31 $942k 18k 53.45
2023-12-31 $970k 19k 52.29

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

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

International Assets Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
SAM Advisors
American Money Management
CI Private Wealth
Segall Bryant & Hamill
HPM Partners
Prime Capital Investment Advisors
Linscomb & Williams
H D Vest Advisory Services
KWB Wealth
FTB Advisors
Amplius Wealth Advisors

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