Perigon Wealth Management »

J P Morgan Exchange-traded F shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $679k 15k 45.56
2023-12-31 $498k 11k 45.61

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

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