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J P Morgan Exchange-traded F shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 129k 46.41
2025-06-30 $5.0M 109k 46.32
2025-03-31 $4.0M 86k 46.07
2024-12-31 $2.1M 46k 45.82

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Morgan Stanley
Savant Capital Management
Wells Fargo & Company
Envestnet Asset Management
Heritage Financial Services
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Syntegra Private Wealth Group
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F