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J P Morgan Exchange-traded F shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $269k 5.8k 46.29

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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
Enclave Advisors
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F