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

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

Historical chart of SilverOak 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 SilverOak 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 125k 91.97
2025-06-30 $11M 124k 84.46
2025-03-31 $7.2M 107k 67.19
2024-12-31 $5.8M 76k 75.67
2024-09-30 $264k 3.8k 68.67

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Wells Fargo & Company
Hughes Financial Services
Vestor Capital Corp
UBS Group
LPL Financial
Miracle Mile Advisors
Raymond James Financial
Kestra Advisory Services
Financially Speaking
Vertex Planning Partners
Tradition Wealth Management
SilverOak Wealth Management
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding J P Morgan Exchange Traded F