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J P Morgan Exchange Traded shares owned by Capital Analysts

Quarter-by-quarter ownership of J P Morgan Exchange Traded (JCPI) shares owned by Capital Analysts from 13F filings

Historical chart of Capital Analysts 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 Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $918k 19k 48.79
2025-06-30 $891k 19k 48.25
2025-03-31 $816k 17k 48.11
2024-12-31 $814k 17k 46.82
2024-09-30 $697k 15k 48.04
2024-06-30 $615k 13k 46.66

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding J P Morgan Exchange Traded

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

View all funds holding J P Morgan Exchange Traded