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J P Morgan Exchange Traded F fund shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPME) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in J P Morgan Exchange Traded F fund

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F fund held by Stonehaven Wealth & Tax Solutions 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 fund by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$2.5M	23k	108.66
2025-09-30	$2.4M	22k	108.44
2025-06-30	$2.3M	22k	103.70
2025-03-31	$2.1M	21k	100.57
2024-12-31	$1.7M	17k	102.47

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Spdr Series Trust State Street Spd (SPLG)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding J P Morgan Exchange Traded F fund

HighTower Advisors

LPL Financial

Dynamic Advisors Solutions

Cambridge Investment Research Advisors

HPM Partners

Jones Financial Companies, L.L

Appleton Partners

Sanctuary Advisors

RVW Wealth

Manske Wealth Management

Royal Bank of Canada

Monticello Wealth Management

Commonwealth Equity Services

Stonehaven Wealth & Tax Solutions

MAS Advisors

View all funds holding J P Morgan Exchange Traded F fund

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