Arete Wealth Advisors »

Jp Morgan Exchange Traded Fd fund shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors 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 Arete 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 Jp Morgan Exchange Traded Fd fund by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 49k 48.20
2024-03-31 $1.6M 34k 46.65
2023-12-31 $1.4M 31k 47.09
2023-06-30 $609k 13k 46.57

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Jp Morgan Exchange Traded Fd fund

Bank of America Corporation
Legacy Wealth Management
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
WMS Partners
Janney Montgomery Scott
Moss Adams Wealth Advisors
Grant Street Asset Management
CI Private Wealth
HighTower Advisors
Garrett Investment Advisors
Financial Planning & Information Services
Mariner Wealth Advisors
Advisor Group Holdings
D.B. Root & Company

View all funds holding Jp Morgan Exchange Traded Fd fund