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J P Morgan Exchange-traded F shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 39k 46.41
2025-06-30 $856k 19k 46.32
2025-03-31 $993k 22k 46.07
2024-12-31 $802k 18k 45.68
2024-09-30 $605k 13k 46.39
2024-06-30 $417k 9.2k 45.46
2024-03-31 $373k 8.2k 45.56
2023-12-31 $290k 6.3k 45.87