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J P Morgan Exchange Traded F fund shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of J P Morgan Exchange Traded F fund (JPSE) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 41k 49.81
2025-06-30 $1.9M 41k 45.49
2025-03-31 $1.7M 39k 43.59
2024-12-31 $1.5M 31k 46.81

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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