HBK Sorce Advisory »

J P Morgan Exchange Traded F fund shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory 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 fund by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 4.1k 50.46
2023-06-30 $200k 4.9k 40.96
2023-03-31 $425k 7.1k 59.84

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding J P Morgan Exchange Traded F fund

Koss-Olinger Consulting
LPL Financial
Raymond James Financial
Hartford Financial Management
Royal Bank of Canada
Morgan Stanley
Goldstein Advisors
Envestnet Asset Management
Gerber Kawasaki Wealth & Investment Management
Northwestern Mutual Wealth Management Company
Appleton Partners
Tocqueville Asset Management
Keystone Financial Services
Sprinkle Financial Consultants
Ipsen Advisor Group

View all funds holding J P Morgan Exchange Traded F fund