Axxcess Wealth Management »

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

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

Historical chart of Axxcess 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 81k 45.61
2023-09-30 $1.1M 26k 44.40
2023-06-30 $554k 12k 45.20

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding J P Morgan Exchange-traded F

Heritage Financial Services
Jpmorgan Chase & Co
Syntegra Private Wealth Group
Bank of America Corporation
Diversified
D'Orazio & Associates
Janney Montgomery Scott
Capital Advisors Wealth Management
TPG Financial Advisors
Scott Capital Advisors
Pennsylvania Capital Management
Echo Wealth Management
Wagner Wealth Management
Planned Solutions
Vestmark Advisory Solutions

View all funds holding J P Morgan Exchange-traded F