HTG Investment Advisors »

J P Morgan Exchange-traded F shares owned by HTG Investment Advisors

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

Historical chart of HTG Investment 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 HTG Investment Advisors 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 HTG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 101k 46.07
2025-12-31 $3.5M 77k 46.29
2025-09-30 $1.9M 42k 46.41

More positions owned by HTG Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Cbre Group Cl A (CBRE)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Growth Etf (VUG)

View all positions for HTG Investment Advisors

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F