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J P Morgan Exchange Traded shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4k 174 48.38
2025-12-31 $8.4k 174 48.19
2025-09-30 $8.5k 174 48.78
2025-06-30 $8.4k 174 48.03
2025-03-31 $8.4k 174 48.04

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View all positions for Medallion Wealth Advisors

Top funds holding J P Morgan Exchange Traded

MAI Wealth Advisors
Oxford Financial
LPL Financial
Raymond James Financial
UBS Group
AE Wealth Management
Private Advisor
Nelson, Van Denburg & Campbell Wealth Management
Systelligence
Kestra Private Wealth Services
Goldman Sachs Group
Balanced Rock Investment Advisors
Envestnet Asset Management
Advisor Group Holdings
Mml Investors Services

View all funds holding J P Morgan Exchange Traded