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J P Morgan Exchange Traded F div rtn em eqt shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 48k 52.29
2023-09-30 $2.6M 51k 50.37

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Vanguard Index Fds Large Cap Etf (VV)
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View all positions for Sontag Advisory

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

Bank of America Corporation
CI Private Wealth
HPM Partners
SAM Advisors
Linscomb & Williams
KWB Wealth
GW & Wade
H D Vest Advisory Services
RHS Financial
Amplius Wealth Advisors
Commonwealth Equity Services
FTB Advisors
Townsquare Capital
Citigroup
Berger Financial Group

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