WCG Wealth Advisors »

J P Morgan Exchange Traded F dcplnd hg yld shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in J P Morgan Exchange Traded F dcplnd hg yld

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F dcplnd hg yld held by WCG 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 J P Morgan Exchange Traded F dcplnd hg yld by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $936k 20k 47.35
2024-06-30 $721k 16k 45.75
2024-03-31 $501k 11k 46.18
2023-12-31 $498k 11k 45.90

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth 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