Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 csv

Download as Excel

Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$2.2M	52k	41.62
2023-12-31	$2.0M	52k	38.58
2021-12-31	$62k	1.6k	38.08

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 1000grw 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)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Apple (AAPL)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

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

Envestnet Portfolio Solutions

First Citizens Bank & Trust

Orion Portfolio Solutions

Cobblestone Capital Advisors

CWM

HPM Partners

Capital Analysts

First Citizens Asset Management

Bank of America Corporation

Advisor Group Holdings

Planned Solutions

Mainsail Financial Group

Bp Wealth Management

Commonwealth Equity Services

Jpmorgan Chase & Co

View all funds holding Jp Morgan Exchange Traded Fd fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z