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J P Morgan Exchange-traded F shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.2M 69k 46.07

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Savant Capital Management
Heritage Financial Services
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Williams Financial
Syntegra Private Wealth Group
Enclave Advisors
D'Orazio & Associates

View all funds holding J P Morgan Exchange-traded F