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Jp Morgan Exchange Traded Fd fund shares owned by 5T Wealth

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JCPB) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 170k 47.35
2025-09-30 $7.5M 158k 47.55
2025-06-30 $5.9M 125k 47.06
2025-03-31 $4.2M 89k 47.04
2024-12-31 $3.8M 83k 46.07

More positions owned by 5T Wealth

Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Jp Morgan Exchange Traded Fd fund

HB Wealth Management
Factory Mutual Insurance Company
Raymond James Financial
Jpmorgan Chase & Co
Legacy Wealth Management
Dynasty Wealth Management
Mariner Wealth Advisors
HighTower Advisors
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott
Alpine Bank Wealth Management
Valeo Financial Advisors
Moss Adams Wealth Advisors
Summit Financial Strategies
Wells Fargo & Company

View all funds holding Jp Morgan Exchange Traded Fd fund