Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Walkner Condon Financial Advisors »

J P Morgan Exchange-traded F shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in J P Morgan Exchange-traded F by Walkner Condon Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$568k	12k	46.39
2024-06-30	$547k	12k	45.46
2024-03-31	$564k	12k	45.56

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Apple (AAPL)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

Microsoft Corporation (MSFT)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Walkner Condon Financial Advisors

Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co

Heritage Financial Services

Royal Bank of Canada

Sequoia Financial Advisors

Bank of America Corporation

Savant Capital Management

Janney Montgomery Scott

Syntegra Private Wealth Group

Morgan Stanley

Enclave Advisors

D'Orazio & Associates

Diversified

Wagner Wealth Management

Vestmark Advisory Solutions

Capital Advisors Wealth Management

View all funds holding J P Morgan Exchange-traded F

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z