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J P Morgan Exchange Traded F shares owned by Circle Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JTEK) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Circle Wealth Management 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 by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $534k 7.1k 75.67
2024-09-30 $485k 7.1k 68.67
2024-06-30 $281k 4.1k 69.25

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Put Put Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Nike CL B (NKE)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Miracle Mile Advisors
LPL Financial
Vertex Planning Partners
Fagan Associates
Foundry Financial Group
Wells Fargo & Company
Commonwealth Equity Services
SilverOak Wealth Management
Integras Partners
UBS Group
Hartford Financial Management
Tradition Wealth Management
Founders Financial Securities
Vienna Asset Management

View all funds holding J P Morgan Exchange Traded F