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Jp Morgan Exchange Traded Fd fund shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner 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 Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 153k 47.08

More positions owned by Kellett Schaffner Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Microsoft Corporation (MSFT)

View all positions for Kellett Schaffner Wealth 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