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Jp Morgan Exchange Traded Fd fund shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 34k 56.57
2024-06-30 $1.8M 34k 52.95
2024-03-31 $1.5M 28k 52.87
2023-12-31 $1.2M 25k 47.86

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Jp Morgan Exchange Traded Fd fund

Signature
Savant Capital Management
LPL Financial
D. J. St. Germain
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Midland Wealth Advisors
Morgan Stanley
Sage Mountain Advisors
Horizon Investments
Townsquare Capital
Hamilton Capital Management
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Quadcap Wealth Management
Commonwealth Equity Services

View all funds holding Jp Morgan Exchange Traded Fd fund