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

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $26k 550 48.07
2025-12-31 $26k 550 46.71
2025-09-30 $26k 550 47.93
2025-06-30 $26k 550 47.93
2025-03-31 $27k 550 48.26

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Top funds holding J P Morgan Exchange Traded F

First Foundation Advisors
National Philanthropic Trust
Raymond James Financial
Eclectic Associates
Anderson Financial Strategies
Beta Wealth
LPL Financial
Oarsman Capital
Ducere Wealth Management
Two Sigma Investments
Cetera Investment Advisers
21 West Wealth Management
Central Trust & Investment
Cambridge Investment Research Advisors
Envestnet Asset Management

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