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Jp Morgan Exchange Traded Fd fund shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto 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 Palo Alto 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 Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 7.9k 47.60
2025-06-30 $714k 15k 47.06
2025-03-31 $758k 16k 46.15
2024-12-31 $780k 17k 46.25
2024-09-30 $537k 11k 47.05
2024-06-30 $389k 8.4k 46.33
2024-03-31 $516k 11k 46.64
2023-12-31 $456k 9.6k 47.27
2023-09-30 $285k 6.4k 44.67
2023-06-30 $205k 4.4k 46.58