Waterfront Wealth »

J P Morgan Exchange-traded F shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $863k 19k 46.37
2025-06-30 $734k 16k 46.32
2025-03-31 $784k 17k 46.07
2024-12-31 $645k 14k 45.62
2024-09-30 $643k 14k 45.86

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Royce Value Trust (RVT)
Adams Express Company (ADX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Proshares Tr Large Cap Cre (CSM)
Jefferies Finl Group (JEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Commerce Bancshares (CBSH)

View all positions for Waterfront Wealth

Top funds holding J P Morgan Exchange-traded F

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

View all funds holding J P Morgan Exchange-traded F