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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
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)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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