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Jp Morgan Exchange Traded Fd fund shares owned by Sontag Advisory

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $687k 16k 43.57
2024-06-30 $646k 16k 40.87
2024-03-31 $966k 23k 41.62
2023-12-31 $1.0M 26k 38.58

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Jp Morgan Exchange Traded Fd fund

Cobblestone Capital Advisors
CWM
LPL Financial
HPM Partners
Federation des caisses Desjardins du Quebec
Bank of America Corporation
Goodman Advisory Group
Streettalk Advisors
Mainsail Financial Group
Jpmorgan Chase & Co
Planned Solutions
Advisor Group Holdings
Thrivent Financial for Lutherans
Morgan Stanley
Orion Portfolio Solutions

View all funds holding Jp Morgan Exchange Traded Fd fund