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J P Morgan Exchange Traded shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded (JCPI) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in J P Morgan Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 49k 48.78
2025-06-30 $2.1M 44k 48.25

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

View all positions for Balanced Rock Investment Advisors

Top funds holding J P Morgan Exchange Traded

Jpmorgan Chase & Co
Oxford Financial
MAI Wealth Advisors
UBS Group
Raymond James Financial
LPL Financial
Nelson, Van Denburg & Campbell Wealth Management
AE Wealth Management
Advisor Group Holdings
Sage Rhino Capital
Kestra Private Wealth Services
Balanced Rock Investment Advisors
Wiley Bros.-aintree Capital
Private Advisor
Envestnet Asset Management

View all funds holding J P Morgan Exchange Traded