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Jp Morgan Exchange Traded Fd fund shares owned by Convergence Financial

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JPMB) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Jp Morgan Exchange Traded Fd fund

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All positions including Jp Morgan Exchange Traded Fd fund held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 8.5k 40.36
2025-06-30 $323k 8.3k 38.96
2025-03-31 $299k 7.8k 38.55

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Jp Morgan Exchange Traded Fd fund

Cambria Investment Management
RiverFront Investment Group
Arq Wealth Advisors
Equitable Holdings
LPL Financial
Bright Futures Wealth Management
Jane Street
Forthright Family Wealth Advisory
Hsbc Holdings
Morgan Stanley
Focus Financial Network
Pure Financial Advisors
Steward Partners Investment Advisory
Convergence Financial
Dynamic Advisors Solutions

View all funds holding Jp Morgan Exchange Traded Fd fund