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J P Morgan Exchange-traded F shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $125k 2.7k 46.07
2025-06-30 $62k 1.3k 46.26

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Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Savant Capital Management
Sequoia Financial Advisors
Wells Fargo & Company
Bank of America Corporation
Heritage Financial Services
Envestnet Asset Management
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Raymond James Financial
Southern Financial Group
Arkadios Wealth Advisors
Cary Street Partners Financial
Syntegra Private Wealth Group

View all funds holding J P Morgan Exchange-traded F