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J P Morgan Exchange-traded F shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by N.E.W. Advisory Services 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 N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 4.9k 46.29
2025-03-31 $306k 6.6k 46.07

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for N.E.W. Advisory Services

Top funds holding J P Morgan Exchange-traded F

Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Heritage Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Advisor Group Holdings
Raymond James Financial
Rockefeller Capital Management
Janney Montgomery Scott
Syntegra Private Wealth Group
Cary Street Partners Financial
Williams Financial
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F