Confluence Wealth Services »

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

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $2.3M 53k 43.57
2024-06-30 $2.1M 52k 40.87
2024-03-31 $2.2M 52k 41.62
2023-12-31 $2.0M 52k 38.58
2021-12-31 $62k 1.6k 38.08