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J P Morgan Exchange Traded shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 253k 48.78
2025-06-30 $12M 246k 48.25
2025-03-31 $12M 242k 48.13
2024-12-31 $11M 234k 46.80

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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