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J P Morgan Exchange Traded F fund shares owned by Caldwell Trust

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPSE) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust 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 Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $65k 1.3k 50.07

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding J P Morgan Exchange Traded F fund

Koss-Olinger Consulting
LPL Financial
Raymond James Financial
Hartford Financial Management
Aprio Wealth Management
Royal Bank of Canada
Goldstein Advisors
Northwestern Mutual Wealth Management Company
Gerber Kawasaki Wealth & Investment Management
Envestnet Asset Management
Appleton Partners
Keystone Financial Services
Sprinkle Financial Consultants
Tocqueville Asset Management
Branch Banking & Trust Company

View all funds holding J P Morgan Exchange Traded F fund