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Jp Morgan Exchange Traded Fd fund shares owned by Wiser Wealth Management

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

Historical chart of Wiser Wealth Management 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 Wiser Wealth Management 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 Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 931k 48.24
2024-06-30 $42M 912k 46.33
2024-03-31 $40M 867k 46.65

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wiser Wealth Management

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