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Jp Morgan Exchange Traded Fd fund shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial 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 Ballast Financial Advisors 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 Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $742k 16k 47.08

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Jp Morgan Exchange Traded Fd fund

HB Wealth Management
Morgan Stanley
Factory Mutual Insurance Company
Bank of America Corporation
OpenArc Corporate Advisory
Raymond James Financial
Mariner Wealth Advisors
Dynasty Wealth Management
Legacy Wealth Management
Janney Montgomery Scott
HighTower Advisors
Northwestern Mutual Wealth Management Company
Valeo Financial Advisors
Summit Financial Strategies
Moss Adams Wealth Advisors

View all funds holding Jp Morgan Exchange Traded Fd fund