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J P Morgan Exchange Traded F fund shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPIB) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in J P Morgan Exchange Traded F fund

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F fund held by Smallwood Wealth Investment Management 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 fund by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 7.7k 49.03
2025-06-30 $276k 5.7k 48.62
2025-03-31 $226k 4.7k 47.89

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding J P Morgan Exchange Traded F fund

Honkamp Krueger Financial Services
Rice Partnership
Mainstay Capital Management
LPL Financial
FSM Wealth Advisors
Goldman Sachs Group
Goldstone Financial Group
Raymond James Financial
Cetera Investment Advisers
Morgan Stanley
Hughes Financial Services
Hills Bank And Trust Company
McCarthy & Cox
ForthRight Wealth Management
Kmg Fiduciary Partners

View all funds holding J P Morgan Exchange Traded F fund