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

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

Historical chart of Apex Wealth Management 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 Apex 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 Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $5.4M 121k 44.89

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 0-3 Mth Treasury (SGOV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Morningstar Valu (ILCV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Trust Ishare 0-1 (SHV)
Amazon (AMZN)

View all positions for Apex Wealth Management

Top funds holding J P Morgan Exchange-traded F

Charles Schwab Investment Management
Sixth Street Partners Management Company
Jpmorgan Chase & Co
Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Bank of America Corporation
Warren Averett Asset Management
Envestnet Asset Management
Syntegra Private Wealth Group
LPL Financial
Raymond James Financial
Royal Bank of Canada
Advisor Group Holdings
Southern Financial Group

View all funds holding J P Morgan Exchange-traded F