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J P Morgan Exchange Traded F shares owned by Sherman Wealth Management

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

Historical chart of Sherman 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 Sherman 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 Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 61k 54.07

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Proshares Tr Ultrapro Qqq (TQQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman Wealth Management

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
Berger Financial Group
Summit Financial
Bridgewater Advisors
Jpmorgan Chase & Co
IAG Wealth Partners
CWM
Envestnet Asset Management
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F