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iShares S&P MidCap 400 Index shares owned by JPL Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 9.1k 277.15

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Wisdomtree Tr Us Smallcap Divd (DES)
Alphabet Cap Stk Cl A (GOOGL)
Cisco Systems (CSCO)
Costco Wholesale Corporation (COST)
Thomson Reuters Corp. (TRI)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ares Management Corporation Cl A Com Stk (ARES)
Abbvie (ABBV)

View all positions for JPL Wealth Management

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index