Prevail Innovative Wealth Advisors »

J P Morgan Exchange Traded F shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPHY) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors 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 Prevail Innovative Wealth Advisors 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 50k 50.59

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
American Centy Etf Tr Avantis Us Small (AVSC)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vertex Pharmaceuticals Incorporated (VRTX)
Global X Fds Defense Tech Etf (SHLD)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

CalPERS
CMH Wealth Management
Assetmark
Farther Finance Advisors
Prevail Innovative Wealth Advisors
Jane Street
New Millennium Group
Cadent Capital Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
DHJJ Financial Advisors
AE Wealth Management
UBS Group

View all funds holding J P Morgan Exchange Traded F