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J P Morgan Exchange-traded F shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 4.4k 46.05
2025-06-30 $1.3M 28k 46.32

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F