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Jp Morgan Exchange Traded Fd fund shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JQUA) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

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

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.2M	20k	63.18
2025-09-30	$1.3M	20k	62.91
2025-06-30	$1.2M	20k	60.05
2025-03-31	$1.1M	20k	56.47
2024-12-31	$1.1M	19k	57.27

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Spdr Series Trust State Street Spd (SPYM)

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)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding Jp Morgan Exchange Traded Fd fund

Savant Capital Management

Signature

LPL Financial

Sage Mountain Advisors

Jpmorgan Chase & Co

D. J. St. Germain

Raymond James Financial

Midland Wealth Advisors

Northwestern Mutual Wealth Management Company

Colony

Savvy Advisors

Quadcap Wealth Management

Envestnet Asset Management

Commonwealth Equity Services

Advisor Group Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund

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