Evergreen Wealth Solutions »

J P Morgan Exchange-traded F shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 39k 46.41
2025-06-30 $1.4M 31k 46.32
2025-03-31 $713k 16k 46.07

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ciena Corp Com New (CIEN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Global Equity SHS (CGGE)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Morgan Stanley
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
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F