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

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

Historical chart of JFS 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 JFS Wealth 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $681k 14k 48.24
2024-06-30 $420k 9.1k 46.33
2024-03-31 $398k 8.5k 46.65
2023-12-31 $319k 6.8k 47.09
2023-09-30 $10k 227 44.67

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS 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