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Jp Morgan Exchange Traded Fd fund shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 445k 47.55
2025-06-30 $17M 356k 47.06
2025-03-31 $8.8M 187k 47.04
2024-12-31 $4.8M 104k 46.07

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Ishares S&p 500 Index Core S&p500 Etf (IVV)
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Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Jp Morgan Exchange Traded Fd fund

HB Wealth Management
Factory Mutual Insurance Company
Jpmorgan Chase & Co
Raymond James Financial
Legacy Wealth Management
Morgan Stanley
HighTower Advisors
Mariner Wealth Advisors
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Valeo Financial Advisors
Moss Adams Wealth Advisors
Summit Financial Strategies
Savant Capital Management
Advisor Group Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund