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J P Morgan Exchange Traded F shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JBND) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 37k 54.16
2025-06-30 $2.2M 42k 53.59
2025-03-31 $2.1M 39k 53.52

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
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Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
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View all positions for Legacy Wealth Managment

Top funds holding J P Morgan Exchange Traded F

LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Private Advisor
Diversified Portfolios
Baldwin Brothers
Ameriprise Financial
Summit Financial
Berger Financial Group
Jpmorgan Chase & Co
IAG Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
Commonwealth Equity Services
Mml Investors Services

View all funds holding J P Morgan Exchange Traded F