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J P Morgan Exchange-traded F shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $412k 8.9k 46.05
2026-03-31 $550k 12k 46.07

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Top funds holding J P Morgan Exchange-traded F

Charles Schwab Investment Management
Morgan Stanley
Sequoia Financial Advisors
Savant Capital Management
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Warren Averett Asset Management
Royal Bank of Canada
Raymond James Financial
Advisor Group Holdings
Southern Financial Group
Cary Street Partners Financial
Arkadios Wealth Advisors
Syntegra Private Wealth Group

View all funds holding J P Morgan Exchange-traded F