Jp Morgan Exchange Traded Fd fund shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JQUA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Jp Morgan Exchange Traded Fd fund
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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 12k | 62.91 |
| 2025-06-30 | $918k | 15k | 60.05 |
| 2025-03-31 | $1.7M | 31k | 56.47 |
| 2024-12-31 | $136M | 2.4M | 57.27 |
| 2024-09-30 | $146M | 2.6M | 56.57 |
| 2024-06-30 | $203M | 3.8M | 52.95 |
| 2024-03-31 | $222M | 4.2M | 52.87 |
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