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J P Morgan Exchange Traded F dcplnd hg yld shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F dcplnd hg yld (BBHY) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors investment in J P Morgan Exchange Traded F dcplnd hg yld

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All positions including J P Morgan Exchange Traded F dcplnd hg yld held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F dcplnd hg yld by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $47k 1.0k 47.36
2024-06-30 $28k 616 45.82
2024-03-31 $26k 564 46.22
2023-12-31 $14k 300 45.97
2023-09-30 $27k 612 43.90

More positions owned by LGT Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for LGT Financial Advisors

Top funds holding J P Morgan Exchange Traded F dcplnd hg yld

Jpmorgan Chase & Co
LPL Financial
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Janney Montgomery Scott
BlackRock
BlackRock
Great Valley Advisor Group
Vestmark Advisory Solutions
HighTower Advisors
Jane Street
Cambridge Investment Research Advisors
Assetmark
Daymark Wealth Partners

View all funds holding J P Morgan Exchange Traded F dcplnd hg yld