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J P Morgan Exchange Traded F fund shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPSE) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 276 49.81
2025-06-30 $13k 276 45.49
2025-03-31 $9.9k 226 43.59

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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