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Jp Morgan Exchange Traded Fd fund shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus Wealth Management 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 BankPlus Wealth Management 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 287k 47.55
2025-06-30 $13M 267k 47.06
2025-03-31 $12M 245k 47.04

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Jp Morgan Exchange Traded Fd fund

HB Wealth Management
Factory Mutual Insurance Company
Jpmorgan Chase & Co
Raymond James Financial
Legacy Wealth Management
Morgan Stanley
HighTower Advisors
Mariner Wealth Advisors
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Valeo Financial Advisors
Moss Adams Wealth Advisors
Summit Financial Strategies
Savant Capital Management
Advisor Group Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund