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Jp Morgan Exchange Traded Fd fund shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JQUA) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 190k 47.86
2023-09-30 $11M 242k 43.27
2023-06-30 $10M 231k 44.28

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Core Div Grwth (DGRO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Jp Morgan Exchange Traded Fd fund

Envestnet Portfolio Solutions
Signature
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Jpmorgan Chase & Co
D. J. St. Germain
Midland Wealth Advisors
Savant Capital Management
Sage Mountain Advisors
Hamilton Capital Management
Townsquare Capital
One Capital Management
Hennion & Walsh Asset Management
Royal Bank of Canada
Commonwealth Equity Services
Bank of America Corporation

View all funds holding Jp Morgan Exchange Traded Fd fund