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Jp Morgan Exchange Traded Fd fund shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JCPB) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group 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 Forum Private Client Group 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 Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 350k 47.09
2023-06-30 $9.9M 213k 46.58
2023-03-31 $4.6M 97k 47.39

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Jp Morgan Exchange Traded Fd fund

Bank of America Corporation
Jpmorgan Chase & Co
Legacy Wealth Management
Raymond James Financial Services Advisors
HighTower Advisors
AllGen Financial Advisors
WMS Partners
Captrust Financial Advisors
Garrett Investment Advisors
D.B. Root & Company
Wiser Wealth Management
Bogart Wealth
Janney Montgomery Scott
Voisard Asset Management Group
Harbor Group

View all funds holding Jp Morgan Exchange Traded Fd fund