H D Vest Advisory Services »

Jp Morgan Exchange Traded Fd fund shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JCPB) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 68k 46.33
2024-03-31 $682k 15k 46.65
2023-12-31 $593k 13k 47.08
2023-03-31 $217k 4.6k 47.39

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

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