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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 47k 45.62
2024-09-30 $2.4M 52k 46.39

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Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Heritage Financial Services
Royal Bank of Canada
Sequoia Financial Advisors
Bank of America Corporation
Savant Capital Management
Syntegra Private Wealth Group
Janney Montgomery Scott
Enclave Advisors
D'Orazio & Associates
Diversified
Vestmark Advisory Solutions
Wagner Wealth Management
Capital Advisors Wealth Management
Planned Solutions

View all funds holding J P Morgan Exchange-traded F