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Confluence Wealth Services »

J P Morgan Exchange-traded F shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$260k	5.7k	45.83
2024-09-30	$252k	5.4k	46.39

More positions owned by Confluence Wealth Services

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Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co

Heritage Financial Services

Savant Capital Management

Royal Bank of Canada

Sequoia Financial Advisors

Bank of America Corporation

Syntegra Private Wealth Group

Janney Montgomery Scott

Enclave Advisors

D'Orazio & Associates

Vestmark Advisory Solutions

Wagner Wealth Management

Capital Advisors Wealth Management

Planned Solutions

View all funds holding J P Morgan Exchange-traded F

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