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J P Morgan Exchange-traded F shares owned by Williams Financial

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

Historical chart of Williams Financial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 456k 46.41
2025-06-30 $21M 453k 46.32
2025-03-31 $18M 398k 46.07

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
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Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams Financial

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