Wellspring Financial Advisors »

J P Morgan Exchange Traded F shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $399k 9.4k 42.26
2022-12-31 $387k 9.4k 41.08
2022-09-30 $1.4M 33k 42.86

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Redhawk Wealth Advisors
Assetmark
Beta Wealth
Goldman Sachs Group
Bill Few Associates
OmniStar Financial Group
Cambridge Investment Research Advisors
Certified Advisory Corp
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Center for Financial Planning
Private Trust Co Na
Global Retirement Partners

View all funds holding J P Morgan Exchange Traded F