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J P Morgan Exchange Traded F shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JPLD) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust 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 OakTrust 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 122k 52.34

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
UBS Group
M^T Bank Corporation
Miracle Mile Advisors
LPL Financial
Schiavi & Co
Flow Traders US
MBM Wealth Consultants
HighTower Advisors
TD Capital Management
FMA Wealth Management
Raymond James Financial
Stonebridge Financial Group
Intellus Advisors
Drive Wealth Management

View all funds holding J P Morgan Exchange Traded F