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J P Morgan Exchange Traded F shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in J P Morgan Exchange Traded F

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All positions including J P Morgan Exchange Traded F held by CliftonLarsonAllen 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 F by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 31k 93.75
2025-06-30 $2.8M 33k 86.07

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
Captrust Financial Advisors
Jones Financial Companies, L.L
Raymond James Financial
Janney Montgomery Scott
CWM
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Correct Capital Wealth Management
Nelson, Van Denburg & Campbell Wealth Management

View all funds holding J P Morgan Exchange Traded F