JPIE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in EVOKE WEALTH, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    JPIE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 9,855 β€” β€” 0.01% $457K $45.14

🏒 Other funds also holding JPIE

As of 2025 Q4 β€” sorted by position size

Williams Financial, LLC 3Y 28.22% Echo Wealth Management, LLC 3Y 11.29% Heritage Financial Services, LLC 3Y 11.01% NavPoint Financial, Inc. 9.12% Wagner Wealth Management, LLC 3Y 7Y 8.6% S Harris Financial Group, LLC 8.53% FMA Wealth Management, LLC 8.18% Planned Solutions, Inc. 3Y 7.71% TPG Financial Advisors, LLC 3Y 7Y 7.69% Vigilare Wealth Management 3Y 6.97%
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