Penney Financial »

J P Morgan Exchange-traded F shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 179k 46.41
2025-06-30 $7.9M 171k 46.32
2025-03-31 $300k 6.5k 46.07
2024-12-31 $250k 5.5k 45.62

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

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