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J P Morgan Exchange-traded F shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 92k 45.61
2023-09-30 $4.3M 96k 44.40
2023-06-30 $3.1M 69k 45.20

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Actively Managed Etf Total Return (GTO)

View all positions for Schneider Downs Wealth Management Advisors

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