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J P Morgan Exchange-traded F shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Accurate Wealth 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 by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $968k 21k 46.31
2025-06-30 $1.0M 22k 46.10
2025-03-31 $745k 17k 45.12

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Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Savant Capital Management
Wells Fargo & Company
Envestnet Asset Management
Heritage Financial Services
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Syntegra Private Wealth Group
D'Orazio & Associates
Hilton Capital Management
Raymond James Financial

View all funds holding J P Morgan Exchange-traded F