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J P Morgan Exchange-traded F shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Capital Advisors Wealth Management 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 by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 3.4k 59.90
2023-03-31 $256k 5.0k 51.48

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding J P Morgan Exchange-traded F

Janney Montgomery Scott
Nelson, Van Denburg & Campbell Wealth Management
Jpmorgan Chase & Co
Stephenson National Bank & Trust
Commonwealth Equity Services
Raymond James & Associates
WNY Asset Management
Stifel Financial
CI Investments
Raymond James Financial Services Advisors
Kestra Advisory Services
Vestmark Advisory Solutions
Daymark Wealth Partners
Arlington Financial Advisors
Crumly & Associates

View all funds holding J P Morgan Exchange-traded F