MAI Wealth Advisors »

JPM MXEF due 9-20-24 15 buff shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of JPM MXEF due 9-20-24 15 buff shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in JPM MXEF due 9-20-24 15 buff

Tip: Access up to 7 years of quarterly data

All positions including JPM MXEF due 9-20-24 15 buff held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPM MXEF due 9-20-24 15 buff by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $577k 590k 0.98
2023-12-31 $567k 590k 0.96
2023-09-30 $531k 590k 0.90
2023-06-30 $566k 615k 0.92
2023-03-31 $558k 615k 0.91
2022-12-31 $537k 615k 0.87
2022-09-30 $485k 615k 0.79
2022-06-30 $551k 615k 0.90
2022-03-31 $622k 615k 1.01

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

Top funds holding JPM MXEF due 9-20-24 15 buff

MAI Wealth Advisors

View all funds holding JPM MXEF due 9-20-24 15 buff