Opal Wealth Advisors »

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

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

Historical chart of Opal 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 Opal Wealth 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 51k 46.29
2025-09-30 $2.4M 51k 46.41
2025-06-30 $2.2M 48k 46.32

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr State Street Ind (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Wells Fargo & Company
Savant Capital Management
Heritage Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Royal Bank of Canada
Advisor Group Holdings
Raymond James Financial
Rockefeller Capital Management
Janney Montgomery Scott
Syntegra Private Wealth Group
Cary Street Partners Financial
Williams Financial

View all funds holding J P Morgan Exchange-traded F