Pensionmark Financial Group »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $290k 6.3k 45.87

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding J P Morgan Exchange-traded F

Heritage Financial Services
Jpmorgan Chase & Co
Syntegra Private Wealth Group
Bank of America Corporation
Diversified
D'Orazio & Associates
Janney Montgomery Scott
Capital Advisors Wealth Management
TPG Financial Advisors
Scott Capital Advisors
Pennsylvania Capital Management
Echo Wealth Management
Wagner Wealth Management
Planned Solutions
Vestmark Advisory Solutions

View all funds holding J P Morgan Exchange-traded F