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J P Morgan Exchange-traded F shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 221k 45.61
2023-09-30 $3.9M 87k 44.40

More positions owned by Morris Retirement Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Amazon (AMZN)

View all positions for Morris Retirement Advisors

Top funds holding J P Morgan Exchange-traded F

Heritage Financial Services
Jpmorgan Chase & Co
Syntegra Private Wealth Group
Bank of America Corporation
Diversified
D'Orazio & Associates
Janney Montgomery Scott
Capital Advisors Wealth Management
TPG Financial Advisors
Scott Capital Advisors
Pennsylvania Capital Management
Echo Wealth Management
Wagner Wealth Management
Planned Solutions
Vestmark Advisory Solutions

View all funds holding J P Morgan Exchange-traded F